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Heather Fox

Client Services Administrator

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.

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Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

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Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

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