Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Jimmy Pudlowski
Client Service Manager
Jimmy Pudlowski holds himself to the highest standard. He is driven by his desire to serve clients with a fiduciary mindset, always operating in their best interest. This led him to Moneta in 2023, where he was attracted by the firm’s fee-only RIA structure that would not pressure him to push certain financial products or investment vehicles to earn a commission.
Jimmy’s professional path began in a client service role for an investment broker-dealer where he honed his skills in client onboarding and policy illustration while assisting with client meetings.
Jimmy earned his Bachelor of Business Administration in Finance from Miami University in Oxford, Ohio and is now working towards the CERTIFIED FINANCIAL PLANNERTM designation.
Away from work, Jimmy enjoys staying active by playing hockey and going for runs. He is an avid fan the St. Louis Blues and Tottenham Hotspur.
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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
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
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...