
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


Dan Jensen joined Moneta as a Client Service Manager after graduating from the University of Missouri with a Bachelor of Science in Business Administration, emphasizing Finance and Banking. During his time at Mizzou, he also studied abroad at the University of Westminster in London, gaining international perspective on financial markets. He was an active member of Alpha Tau Omega Fraternity, serving on its executive board and developing a passion for leadership and teamwork.
Dan interned with Moneta as a rising senior and was drawn back by the collaborative culture, strong values, and client-first approach. He appreciates the opportunity to build meaningful relationships while helping clients make confident, informed financial decisions.
A proud resident of Kirkwood, Dan enjoys spending time at his family farm, cheering on Mizzou and St. Louis sports teams, traveling, and golfing.
Dive into the latest insights from our expert team with our personal touch.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...