
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...
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.
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...