
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...
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.
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September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...