
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...
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.
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...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...