
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...


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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December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...