Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Michael Carpenter
Partner
J.D., CPA, CFP®
Partner Michael Carpenter earned his Masters of Accountancy magna cum laude from the University of Missouri-Columbia in 2005 and his J.D. from Saint Louis University School of Law in 2009. Prior to joining Moneta, Michael was an auditor for Ernst & Young in Kansas City, Missouri. At Moneta, Michael’s team handles a wide array of financial issues for clients. Using a variety of sophisticated financial tools and a depth of knowledge, Michael is able to help clients achieve their financial objectives. Michael serves on the North Side Community School Board of Directors.
He enjoys playing golf and traveling with his wife and two sons.
- Juris Doctorate
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER®
- Masters of Accountancy, magna cum laude
- Missouri Bar Association
- Estate Planning Council of St. Louis
- Financial Planning Association
- Series 65 (Registered Investment Advisor) licensed
- Prior service – The Magic House, Chair of the Young Professionals Board
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
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...