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Bryanne Stotler

Client Service Manager

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. 

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A Semi-Charmed Earnings Season

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by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

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Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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