Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Kristin Brown
Advisor
CFP®
Moneta Advisor Kristin Brown serves her clients by having what is in their best interest in mind at all times.
A member of the Blair Sheehan Steffens Akins Han Team, she has seen how much time and energy goes into establishing relationships with clients and to connect with them as people instead of numbers or portfolios. She strives to build strong relationships with clients in order to proactively anticipate their financial needs.
Kristin earned her B.S. in Finance from Truman State. She achieved CERTIFIED FINANCIAL PLANNER™ designation in 2012.
Outside of her work at Moneta, Kristin enjoys travel, fitness, and spending time with her family. Kristin lives in Creve Coeur with her husband and son.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
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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
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
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...