
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...
Katie Angelbeck builds trust through relationships as a Senior Client Service Manager with more than a decade of experience at Moneta. Knowing her clients on a personal level throughout the years helps her anticipate their needs while tailoring service to their preferences.
Katie graduated cum laude from the University of Missouri – Columbia, receiving her B.S. in Business Administration with an emphasis in Finance and Banking. Before joining Moneta in 2011, Katie gained experience within the financial services industry through positions with Merrill Lynch and Landmark Bank.
Katie remains motivated and busy outside of work as a wife and mother of two young children. She is a St. Louis native, alumnus of Cor Jesu Academy, and currently resides in Des Peres with her family.
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September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...