
Second Quarter Investment Report – 2025
July 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
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.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...