
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...


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.

January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...