
Monthly Recap – June 2025
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
Ellen Pesek joined Moneta in 2008 as a Client Service Manager. She was promoted to senior client service manager in 2016. Her previous experience included four years as a client relations/research assistant at another Registered Investment Advisory Firm and a combined 16 years with U.S. Bank in roles as Sales and Service Manager, Personal Banker, and Teller.
About her work at Moneta, Ellen says, “I love that each day is different. While there may be routine tasks to be completed on a daily basis, there are so many other opportunities that are not as routine. It’s a challenging environment, and the variety keeps me interested and excited about working with our team and our clients each and every day.”
Ellen earned her Financial Paraplanner Qualified Professional™ (FPQP) designation in 2017.
Outside of work, Ellen enjoys spending time with her family, doing yoga, reading, and going on trips to the beach.
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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...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...