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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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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

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

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

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

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

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

Monthly Recap – November 2025

Monthly Recap – November 2025

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

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