
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Gussie Frederici enjoys building relationships with individuals and families to better serve them and exceed their expectations as a Client Service Manager on the Finerty Team at Moneta.
Gussie joined Moneta in 2021 with a drive to learn and provide the best service to clients daily after working four years in the hospitality industry. She graduated from Auburn University where she majored in Apparel Merchandising and Production Management with a minor in Business.
In her free time, Gussie enjoys cheering on the Cardinals, spending time with family and running in Forest Park. She also enjoys traveling and has been scuba diving in five different countries.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...