
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Jess Binkley assists the Finerty Team at Moneta on a variety of projects, daily tasks, and audits as a Client Service Manager. She is always eager to help the team stay organized and efficient.
Jess graduated from the University of North Carolina at Charlotte in 2020 with her B.S.B.A. in Marketing. She spent two years with Lululemon Prior to joining Moneta in 2022, which taught her how to deliver exceptional customer experience to each and every guest.
In her free time, Jess enjoys playing pickleball and golf, working out, traveling, and reading. She is also the biggest Penn State football fan you’ll ever meet and even slept outside of Beaver Stadium for a week before the infamous 2016 whiteout game against Ohio State.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...