
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Megan Benz serves as a Data Integrity & Compliance Specialist at Moneta, where she ensures the accuracy of client data, supports compliance initiatives, and drives operational efficiency. In her role, Megan manages and organizes client systems and files, implements process improvements, and collaborates to maintain best practices. Her expertise in enhancing workflows and her attention to detail allow her to streamline daily operations while ensuring compliance with industry regulations.
Megan began her career in healthcare, holding roles at Parc Provence, an Alzheimer’s and Dementia care facility, and Barnes Jewish Hospital in Patient Financial Services. She later transitioned into the financial services industry as a Client Service Administrator at Moneta, building a strong foundation for her current role.
Megan lives in Saint Peters and enjoys spending her free time with family and friends, reading, traveling, attending concerts, supporting the St. Louis Blues and Cardinals, being outdoors, and engaging with her community.
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May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...