
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
As a Client Service Manager for the Finerty Team at Moneta, Matt Schwarz provides personalized service shaped for each client.
Matt was attracted to Moneta because of its established reputation as a top RIA firm in the country and a longstanding staple in the St. Louis community. He is from the St. Louis area and attended Christian Brothers College High School.
Matt earned his Bachelor of Science in Business Administration from the University of Missouri in 2021 with a dual major in Finance and Banking with Real Estate emphasis; he also received a Certificate in Personal Financial Planning. He graduated magna cum laude and was a member of the Alpha Kappa Psi Business Fraternity.
Matt successfully passed the Securities Industry Essentials (SIE) examination as well as the Missouri Life and Health Insurance examination.
Outside of work, Matt serves as a member of the Young Professionals Board for Folds of Honor – St. Louis. He has completed a half-marathon, enjoys playing golf with family and friends, and is an avid skier – with his ideal destination being Vail. He is a huge fan of the Mizzou Tigers, St. Louis Blues, and St. Louis Cardinals.
Dive into the latest insights from our expert team with our personal touch.
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...