Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Hannah Lockwood
Client Service Manager
As the first high school and college graduate in her immediate family, Hannah has advanced her career through hard work and determination. She earned her Bachelor of Science in Business Administration with an emphasis in Finance, along with a minor in Psychology and a Certificate in Investments, from the University of Missouri–Columbia. Before joining Moneta in 2024 as a Client Service Manager, she gained foundational experience at Hilton and Central Bank. She is currently pursuing both her CERTIFIED FINANCIAL PLANNER™ certification and her Master’s degree in Financial Planning. She also serves on the Youth In Need Associates Board, helping expand opportunities and support for youth in the community.
Outside of her professional life, you’ll find Hannah hitting the trails, planning her next trip, or working on a new painting.
- Youth in Need Associates Board
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...