
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...


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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May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

May 12, 2026
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...