Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Frankie Sacco
Client Service Manager
Frankie Sacco joined Moneta aiming to improve the future of Moneta clients, give back to his hometown of St. Louis, and foster meaningful relationships.
Frankie earned a bachelor’s degree in Finance and Banking from the University of Missouri. After graduating, he moved to Kansas City to work at Novel Capital, a fintech startup, where he honed his expertise in business development, investment analysis, and client relationship management.
Outside of work, Frankie enjoys cheering on Mizzou sports teams, running, exploring anthropology, and rediscovering St. Louis.
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...