Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Leah Matz
Family Office Advisor
CPA, CFP®
As a Family Office Advisor on the Finerty Team at Moneta, Leah Matz enjoys developing relationships with clients and using her tax experience to help implement planning strategies and solve complex problems.
Leah earned her Masters in Accountancy from the University of Missouri. She is also a CPA and CFP® professional.
Prior to joining Moneta, Leah worked at EY in the Private Tax group. She focused primarily on family office clients and assisted with tax planning and compliance as well as estate and cash flow planning.
Leah lives in Richmond Heights with her husband. Outside of work, she enjoys going for walks, cooking, and spending time with friends and family.
- Certified Public Accountant
- Series 65 Licensed
- CERTIFIED FINANCIAL PLANNER®
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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...