Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Lisa Lockett
Retirement Plan Service Manager
QKA®, QKS®
As a Client Service Manager on the Finerty Retirement Team, Lisa Lockett primarily works with group retirement plan businesses. In this role, she is responsible for assisting plan advisors on client reviews, as well as providing clients and plan participants with world class service.
Prior to joining Moneta in August of 2021, Lisa worked for a small Third-Party Administrator for ten years.
Lisa holds a Qualified 401(k) Administrator (QKA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA). She also has a B.S. in Management.
Away from the office, Lisa loves to spend time with her two grown daughters and her grandchildren. Her favorite things to do are exploring all St. Louis has to offer, whether it is enjoying an outside concert, going to the St. Louis Zoo, visiting the museums, or hiking through the beautiful trails.
- Qualified 401(k) Administrator (QKA® )
- Qualified 401(k) Specialist (QKS®)
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
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...