
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Brittney White joined the Finerty Team in 2024 as a Client Service Manager. With a passion for providing outstanding service and building strong relationships, Brittney brings a wealth of experience and expertise to her role.
Brittney earned her Political Science degree from the University of Missouri–Columbia, graduating Magna Cum Laude. Prior to joining Moneta, Brittney began her career in financial services in the healthcare industry. Since then, she has been committed to helping clients achieve their goals.
Outside of the office, Brittney enjoys spending time with family and friends, reading, cooking, and volunteering.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...