
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
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.
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...