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JC Sherman

Client Service Manager

With a strong foundation in entrepreneurship and a passion for financial planning, JC Sherman brings a thoughtful and proactive approach to helping Moneta clients navigate their financial journeys.  

Prior to joining the Gast Freeman Troyer Racen Team as a Client Service Manager, JC started on Moneta’s Alternative Investments Team. This experience gave him valuable insight into the finance industry and deepened his understanding of the alternative investment space. It also helped him build a strong internal network while gaining perspective on how different teams collaborate to serve clients effectively. 

JC graduated from Missouri State University with a degree in Entrepreneurship and is now pursuing his professional designation as CERTIFIED FINANCIAL PLANNER® (CFP®). He identified Moneta as a place where he could grow professionally and make a meaningful impact as he began his career.  

Outside of work, JC enjoys spending time with family and friends, golfing, and working on his car and motorcycle restoration projects. He recently purchased his first home and has been tackling a variety of renovations. 

A WEALTH OF INFORMATION

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

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

September 11, 2025

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

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