
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Meghan Albrecht joined the Sward Team at Moneta in 2024 as a Client Service Manager because she wanted to impact the lives of clients by helping them reach their financial goals. She takes pride in providing exceptional service and enjoys meeting with clients to build personal, long-lasting relationships.
Born and raised in St. Louis, Meghan is a proud graduate of Nerinx Hall High School in Webster Groves. She earned her B.A. in Psychology from the University of Missouri-St. Louis, where she also participated in Psi Chi, the International Honor Society in Psychology.
Before joining Moneta, Meghan worked seasonally in the accounting office at The Muny in Forest Park, a non-profit focused on accessible theater, where she learned about the importance of community access, charitable giving, and – of course – accounting.
Outside of work, Meghan enjoys traveling, gardening, cooking, art, and pulling her pottery wheel outside on nice days to make something with clay.
One of her favorite travel activities is taking cooking classes to learn new skills and dishes to share with friends and family. Some of her favorite dishes to prepare with fresh ingredients from her garden include étouffée, salmorejo, and fresh salsa.
Dive into the latest insights from our expert team with our personal touch.
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...