
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Heather Fox joined GFTR as a Client Services Administrator and also works part-time as an Office Services Specialist for Moneta. Heather’s diverse career history makes her a valuable and enthusiastic part of our team! Her experience ranges from therapy services at St. Louis Children’s hospital where she assisted children with complex medical disorders to working on Wall Street. The common thread throughout Heather’s career is her passion for helping people, whether that entails their health or financial wellbeing.
Heather attended Wellesley College in Wellesley, MA and Webster University in Webster Groves, MO and received a Bachelor of Arts degree in psychology. She and her husband live in Webster Groves and have two children. She enjoys hiking, traveling, and reading. A testament to her energy and tenacity, Heather has participated in an Ironman Canada Triathlon, as well as 13 other triathlons, and eight marathons, including the Boston Marathon. She is excited to be part of the team and help our clients protect what they cherish.
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...