
History Rhymes: A Review of Presidential Policy “Missteps”
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
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.
Dive into the latest insights from our expert team with our personal touch.
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...