
Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
Megan Breuer joined the Finerty Team at Moneta as a Client Service Manager in 2023 with more than 15 years of exceptional client service experience within the financial services industry.
Megan earned her Bachelor of Science degree from Maryville University before beginning her career at The PrivateBank, where she served in several roles including Assistant Branch Manager and Associate Private Banker. Throughout her career, Megan has gained her clients’ trust and admiration through her commitment to providing outstanding service with attention to detail – excellent qualities she now brings to the Moneta team.
Away from work, Megan enjoys spending quality time with her family. Whether going on vacation, golfing, riding bikes at Creve Coeur Lake, or playing catch with her son, Megan loves staying active and living life to the fullest.
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February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...