
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
Jack Weber serves Moneta clients with a commitment to consistent, responsive service and a focus on building meaningful relationships that support long-term financial success. As a Client Service Manager on the Borglum Team, Jack brings a client-first mindset and a collaborative approach to every interaction, ensuring that each client feels supported and understood.
Jack joined Moneta in 2025, drawn to the firm’s culture of putting clients first and its team-based approach to wealth management. With a Bachelor’s degree in Finance and an MBA from Saint Louis University, he combines strong academic foundations with a passion for helping others achieve their financial goals.
Before his career in financial services, Jack competed as a right-handed pitcher for Saint Louis University’s baseball team. His experience as a collegiate athlete instilled in him the discipline, teamwork, and perseverance that now shape his professional approach.
Outside of work, Jack is an avid sports fan and enjoys spending time on the golf course.
Dive into the latest insights from our expert team with our personal touch.
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...