
Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
Logan Finerty, a partner on the Finerty team, creates value through advanced planning techniques, combined with a strong ethic of personal service. Focusing on individuals, endowments, and foundations, Logan’s goal is to develop the best possible solutions for each client.
Logan earned his B.S. in Business with a concentration in Finance from the University of Richmond. Logan started his career on Wells Fargo Advisors Fixed-income trading desk. He then joined the investment management firm Thompson, Siegel, and Walmsley in Richmond, VA as an Associate Equity Analyst. Since joining Moneta in 2012, Logan applies his expertise and experience to help sophisticated clients navigate complex financial decisions.
Outside of Moneta, Logan is an ardent supporter of the St. Louis community. Most notably, he is serving the St. Louis Art Museum Board, St. Louis Zoo Board and as the past president of Friends of CharacterPlus.
A St. Louis native, Logan was honored in 2016 by the St. Louis Business Journal as one of its 30 Under 30 winners. Logan also holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™.
Dive into the latest insights from our expert team with our personal touch.
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...