Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
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
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
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By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
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