
Bubbles and Bankruptcies
October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...


Bringing empathy and passion to every client experience, Moneta Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships.
Joe received his B.S. in Accounting with a Minor in Finance at the University of Dayton, where he completed their Master’s program receiving an M.B.A. with a concentration in Accounting. Prior to working at Moneta Group, Joe worked at PricewaterhouseCoopers in both their assurance and tax consulting practices. During his time at PwC, Joe focused on asset management and banking industry audit clients as well as corporate and high net worth individual tax clients.
In addition to working with his clients, Joe is active with Junior Achievement as well as other programs sponsoring financial literacy initiatives. Joe enjoys being active and spending time outdoors, especially playing tennis, running, and skiing. With a strong interest for adventure, Joe thoroughly enjoys international travel.
Dive into the latest insights from our expert team with our personal touch.

October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...