
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


Courtney Vitale joined Moneta as a Client Service Manager on the Duff Torney Team in 2019 because of her passion for helping people. She loves assisting clients by providing support so that they themselves can obtain and maintain financial security.
Courtney previously served as a project manager for a nonprofit organization where she developed and implemented plans across multiple departments. She also honed her skill for delivering an exceptional client experience while serving as an event sales coordinator.
Courtney grew up in St. Louis and graduated from Lindenwood University with a B.A. degree in Advertising and Corporate Communications.
In her free time, she enjoys spending time with her family and mini labradoodle. Her hobbies include supporting the St. Louis Blues, spinning and – as a self-described “total foodie” – eating.
Dive into the latest insights from our expert team with our personal touch.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...