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Courtney Vitale

Senior Client Service Manager

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.

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

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

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Monthly Recap – August 2025

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Monthly Recap – July 2025

Monthly Recap – July 2025

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July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

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