
Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...


As Senior Fixed Income Trader at Moneta, Jenny facilitates the buying and selling of bonds based on a strategic, exacting set of standards that ensures only the highest quality.
Jenny joined Moneta in 2018 after two years at Edward Jones pursuing an opportunity in compliance as a Regional Field Supervision Director. She previously worked seven years at Wells Fargo Advisors, first as an IRA Operations Specialist before spending the majority of her time there as a Fixed Income Trading Liaison – a role that expanded her investments knowledge base and taught her the importance of communication.
Jenny earned her Bachelor of Science in Business Administration with a concentration in Marketing from University of Missouri – Columbia and her Master of Business Administration with an emphasis in Finance from Saint Louis University.
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December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...