
First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
Moneta Partner Gene Diederich is recognized as a trusted advisor who combines deep expertise with a genuine commitment to his client’s success. His approach is characterized by a strong focus on relationship-building, integrity, and transparency. Gene is known for taking the time to understand his clients’ unique needs and objectives, offering tailored advice that reflects both their short-term and long-term vision. His communication is clear and honest, making complex financial or strategic issues understandable. Clients appreciate his reliability, critical thinking skills and insights that go beyond conventional solutions.
Gene is the founder of the Diederich Simmons Perez team and currently focused on Moneta’s Family Office Practice. Gene started his career as a CPA with KPMG, spent 25 years in various roles with A.G. Edwards and successors Wachovia Securities and Wells Fargo Advisors. He is the former CEO of Moneta Group.
Outside of Moneta, Gene engages in a variety of business and charitable endeavors. In his spare time, he enjoys golf, skiing, hunting, fly fishing, and flying his airplane. He and his wife have four grown children and seven grandchildren.
Dive into the latest insights from our expert team with our personal touch.
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...