
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Moneta Partner David Curtis works on the Curtis Team to help clients achieve their financial goals.
David earned his B.S. in Finance from the Kelley School of Business at Indiana University. With over 16 years of financial experience, David has gained expertise in banking, corporate finance, and wealth management. He joined the Curtis Team in 2003.
At Moneta, David works to do what is right for his clients, providing the ‘Raving Fan’ service they expect and deserve and making sure they get the best advice possible.
As a member of one of Moneta’s few father-son teams, David strongly believes in the Family CFO concept. David, his father, and his brother work together as a team to provide a personal level of service for every unique client.
They also strive to stay ahead of the curve in terms of service, expertise, and experience. In fact, David’s passion for serving his clients fuels his ongoing thirst for knowledge and his efforts to keep not only himself, but also his clients, updated with the newest information.
When not at Moneta, David stays actively involved in the St. Louis community. His passions for finance, the St. Louis Cardinals and military veterans fuel his activities.
Dive into the latest insights from our expert team with our personal touch.
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...