
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
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.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...