Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Maddie Westerhold, a Senior Client Service Manager at Moneta, is dedicated to simplifying financial lives and securing futures for successful families and individuals. Holding a Magna Cum Laude dual degree in Finance and Accounting from the University of Kentucky, she brings a strong academic foundation to her role.
With a career focused on personalized financial advice and generational wealth management, Maddie previously served as an Associate Wealth Manager at a Dallas-based RIA. Prior to that, she honed her skills at JP Morgan Chase, specializing in investment strategies for institutional and ultra-high net worth clients.
As a CERTIFIED FINANCIAL PLANNER® (CFP®), Maddie prioritizes building lasting relationships with her clients, recognizing that true wealth encompasses more than mere assets—it embodies memories, experiences, legacies, and relationships.
Outside of work, she actively engages with her community through her church and supporting charitable causes. In her leisure time, Maddie enjoys golfing, walking her dog Nellie, and spending quality time with her fiancé, Jordan, while cheering on the Blues or catching college basketball games.
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December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...