A Semi-Charmed Earnings Season
May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...
Kate Parker
Senior Advisor
MBA, CPA
As an Advisor on the Curtis Team, Kate uses her love of puzzles and her detail-oriented nature to piece each client’s financial picture together. She enjoys getting to know her clients individually and helping to give them peace of mind while tackling their financial goals.
Kate earned her B.A. in Political Science and International Studies from Washington University. She went on to earn her MBA from Keller Graduate School of Management. She is now a Certified Public Accountant with more than 15 years of experience at Moneta.
Outside of the office, Kate is an active member of her church and participates in a weekly Bible study. In her free time, she enjoys going for walks at the Botanical Gardens, visiting family and traveling.
- Certified Public Accountant
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
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Macroeconomic and Market Chat with Carlyle’s Jason Thomas
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