
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 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.
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...