
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Bryanne Stotler embraces her clients’ trust and confidence throughout their relationship while striving to provide world-class care and communication for every tailored service and need.
Bryanne joined Moneta as a Client Service Manager in 2023 because she felt the firm embodied a family-like culture and delivered a “Raving Fan” experience to clients. She previously worked in the financial industry for 10+ years as a Loan Operations Specialist at Lutheran Church Extension Fund and varying roles at BMO Harris Bank in the St. Louis area.
Bryanne graduated Magna Cum Laude at Concordia University Wisconsin, earning her B.S. degree in Business Management and Administration.
Away from work, Bryanne enjoys being active with her two children and their sports and dance teams, salsa dancing, and finding the next best brunch spot.
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...