
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Karleigh Floarke is the Operations Manager for the team. She identifies opportunities to improve efficiencies so the team can continue to deliver exceptional service. Karleigh is an important leader and uses her positive attitude to mentor new team members and help them grow in their role.
Karleigh’s journey at Moneta started in Summer 2015 when she participated in the “Raving Fan” Internship program. She joined the team as a Client Service Manager upon graduation from Murray State University (Go Racers!) where she earned a Bachelor of Science in Finance and Economics.
Outside of the office, Karleigh enjoys spending time with her husband and daughter. Her favorite activities include hiking, listening to live music and traveling to new places.
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 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...