View in portrait for best experience

Carolyn Duggan

Senior Client Service Manager

Carolyn Duggan has dedicated herself to Moneta Group for over 30 years. She values the long-lasting relationships she has built with her clients and her co-workers. She is proud that Moneta always does what is in her clients’ best interests.

Carolyn was born and raised in St. Louis as the fifth out of 7 children. After graduating from Hickey College, she began her career at Moneta Group working for Peter Schick’s father, Henry, in 1982.

Family is extremely important to Carolyn. She enjoys spending time with her husband, Bob, and their two children. Carolyn is proud of her son, Nick, who graduated from Missouri State University in 2014 and her daughter, Ashley, who graduated from the University of Missouri – Kansas City in 2015.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

VIEW ALL ARTICLES

Let’s make every moment count together…