
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Debbie Reimer serves as Executive Assistant to Moneta Partners Gene Diederich, Al Simmons and Nic Perez, managing their schedules to maintain well-balanced lives while keeping them organized, informed and on task with client initiatives. She thrives as an event planner, ensuring all details are buttoned up for board meetings, planning retreats and employee events. The role allows her to interact with everyone at Moneta. She also develops close relationships with clients through the regular touchpoint of scheduling their reviews.
Debbie has more than 14 years of experience as an Executive Assistant in the financial services industry. She brings a high degree of professionalism, energy, experience and fun to her client and team relationships. She is a trusted confidant and professional problem solver.
Along with spoiling her four grandchildren, Debbie and her husband enjoy exploring neighborhoods in St. Louis, especially as it relates to the history of the area, ethnic makeup, local cuisine, local shops and what defines the community.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...