
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Kevin Ward enjoys helping clients and their families identify and realize their multi-generational goals and objectives. As an Advisor for the team, he leverages Moneta’s size and independence to ensure each client is receiving the best advice and service possible for them.
After working in a single-family office, Kevin has experience helping Ultra-High Net Worth individuals with their complex estate, insurance, tax and investment planning in public and private markets.
Kevin graduated from the University of Illinois Urbana-Champaign with a bachelor’s degree in Agriculture and Consumer Economics with a concentration in Financial Planning. He is also credentialed as a CERTIFIED FINANCIAL PLANNER®
Kevin lives in the Lincoln Park neighborhood of Chicago with his wife and daughter. They enjoy exploring the city and, when possible, traveling the world. During the summer, you can often find him playing golf and enjoying the outdoors – both in Chicago and Northern Michigan. He supports St. Louis and Illinois Fighting Illini sports teams and does his best to keep up with their success.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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...