Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
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
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Monthly Recap – August 2025
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
Game of “Thrones”: The Standoff between Trump and Powell
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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
Monthly Recap – July 2025
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July Observations Onward and Upward The global equity rallied continued through July, though in a reve...