Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Moneta Partner Linda Pietroburgo spends her days advising families and retirement plan trustees on financial matters. Her ultimate goal is to build trusting relationships that allow her clients to save time and delegate financial matters with ease. Service, service, service…..it is all about consistent, reliable service.
Linda earned her BSBA in Finance from the University of Missouri–St. Louis in 1984 and graduated magna cum laude with her MBA from the same university in 1991. Prior to joining Moneta, Linda worked in financial leadership positions for Washington University School of Medicine and St. Louis Children’s Hospital. She also taught finance courses at Webster University and the University of Missouri–St. Louis and spent time working with international finance and treasury functions at Boeing.
Linda joined Moneta in 2001, as a Partner in the firm. During her tenure, she has served on Moneta’s Board, the Executive Committee and Chaired the Human Resources Committee. Linda has been a strong proponent of giving clients the option of investing in accordance with their values and built out an ESG/SRI investment offering. She also has grown her team and practice by paying close attention to the needs of her client families, team members and executive trustees.
She and her husband have two adult children and three grandchildren.
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...