
Monthly Recap – March 2026
April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...


With a strong background supporting family office clients, Holly Ausmus is dedicated to delivering a highly personalized client experience by providing thoughtful, detail‑oriented service tailored to each client’s unique needs and goals.
Holly joined Moneta in 2017 and has spent her entire professional career with the firm. Prior to joining Moneta full‑time, she gained early industry experience as an intern at HD Smith in the pharmaceutical pricing industry. Over the years, she has built deep institutional knowledge and a client‑first approach that allows her to anticipate needs and serve as a trusted point of contact for clients.
Holly earned her bachelor’s degree from Illinois College, where she double‑majored in Finance and Accounting and minored in Communication. This well‑rounded academic foundation supports her ability to combine technical expertise with clear, effective communication.
Outside of work, Holly enjoys running, baking, and reading. Most of all, she loves spending time with her two children.
Dive into the latest insights from our expert team with our personal touch.

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...

March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...