
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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.
EDUCATION
COMMUNITY INVOLVEMENT
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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...