
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...
Logan Finerty is a Partner at Moneta, serving sophisticated families and nonprofit institutions nationwide. As the firm’s largest shareholder and a member of the Board of Directors, Logan also plays a key role in shaping Moneta’s long-term direction. He brings a strong institutional investment background, beginning on the fixed-income trading desk at Wells Fargo Advisors and later as an Associate Equity Analyst at Thompson, Siegel & Walmsley. His approach combines deep technical expertise with a strong commitment to personal service, delivering guidance that’s thoughtfully tailored to each client’s unique vision and long-term priorities.
A proud St. Louisan, Logan is deeply involved in his community. He currently serves on the boards of the St. Louis Zoo Association and City Academy. He has previously served on the boards of the St. Louis Art Museum and the Boys and Girls Club of Greater St. Louis, among others. In 2016, he was honored by the St. Louis Business Journal as one of its “30 Under 30” leaders.
Logan holds a B.S. in Business with a concentration in Finance from the University of Richmond. He is both a Chartered Financial Analyst® (CFA®) Charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
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...