
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...
Kyle DeWitt is an Advisor with the Sheehan Steffens Akins Han Team at Moneta with extensive experience in the legal and financial fields. He helps clients with estate planning, liquidity events, and multi-generational family wealth planning.
Before joining Moneta, Kyle worked as an advisor at one of the largest banks in the United States, as well as a local community bank in St. Louis. Prior to entering wealth management, Kyle practiced law specializing in estate planning, administration, probate and estate settlement, will contests, and family law.
Kyle earned his Juris Doctorate from the Indiana University Robert H. McKinney School of Law and his B.S. in Finance and Accounting from the Indiana University Kelley School of Business in Bloomington, Indiana, with a minor in Spanish. Kyle is a licensed attorney but does not practice law in his current role.
Kyle joined Moneta and the Sheehan Steffens Akins Han Team because of their independence and dedication to doing what is best for clients. He has a passion for partnering with clients to help them simplify even the most complex scenarios into organized, digestible, and comprehensible concepts. Kyle is committed to helping families build impactful legacies and accomplishing goals that align with the values most important to them.
Kyle serves as a board member of Healing Action Network of St. Louis and dedicates his free time to the St. Louis and surrounding community. He also enjoys spending as much time outdoors as possible and traveling with his family and dogs.
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...