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Katie Schell

Operations Manager

Katie Schell joined the Kittner Team at Moneta as a Client Service Manager in 2017 and quickly earned a promotion to Operations Manager in 2020.

Prior to joining Moneta, Katie spent four years working at Midwest Motor Sports serving as the Finance Manager. She also previously worked in the medical field alongside general surgeons, assisting in various medical procedures.

Katie is a graduate of Heritage College, where she earned her Associate of Radiologic Technology degree. She also earned her Associate of Science degree from Lewis & Clark Community College.

Katie stays active by spending as much time as possible with her children, extended family, and friends. She plays sand volleyball on the weekends and travels as much as her schedule will allow. Katie follows the Cardinals and Blues and recently joined her first fantasy football league.

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

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...

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