
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
As Senior Family Office Strategist, Lizzie assists clients with generational planning, family education, and legacy/charitable planning. In addition, Lizzie will help the team and clients navigate various legal matters, including estate planning and real estate transactions. Lizzie was drawn to Compardo, Wienstroer & Janes for the opportunity to collaborate with the excellent professionals on the team and further expand the family office services to fit the ever-growing and changing needs of our clients. Lizzie’s focus will be on understanding our family office clients’ priorities to support them and our team to meet their goals.
Prior to joining Moneta, Lizzie received her license to practice law in the state of Missouri and held the position of Director of Legal Services at a private multi-family office. Before making the transition to financial services, she began her career practicing family law. Lizzie’s passion for being a resource to team members and families led her to Moneta.
In her down time, Lizzie enjoys traveling and spending time with family and friends. She also dedicates her time volunteering as a member of the Spirit of St. Louis Women’s Fund.
EDUCATION
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...