
Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
As an Associate Advisor, Katie is involved in various client situations and enjoys providing her client’s first-class service. She feels fortunate to be a piece of her client’s financial puzzle that allows them to not only achieve their financial goals and leave a powerful legacy but also help them enjoy the things they love most in life.
Katie is a graduate of Saint Louis University where she received a Bachelor of Science in Business Administration with a Concentration in Finance in three years. While in school, Katie completed a year-long internship at Moneta before joining us as a full-time Client Service Manager in 2020. Katie has earned her CFP® designation through the College of Financial Planning.
Katie resides in Chicago, IL and works out of the Moneta office downtown. A lifelong skier and snowboarder, Katie enjoys spending her free time outside and is testing out new waters by learning how to fly fish.
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October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...