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Mindy Mitchell

Private Markets Advisor

CAIA®

As a Private Markets Advisor, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also works closely with clients and Advisors to understand each individual’s long-term goals and broader portfolio, resulting in a customized portfolio tailored for each individual.

Mindy joined Moneta in 2019 for the opportunity to be part of a growing team and organization. She previously held a similar role on the institutional side at BJC Healthcare, where she worked closely with the CIO and investment team concentrating on alternative investments and overall portfolio management.

Mindy earned her master’s degree in Economics from the University of Missouri and holds a professional designation as a Chartered Alternative Investment Analyst (CAIA).

Outside of work, Mindy enjoys spending time with friends and family. Her husband and his three kids keep them plenty busy with their extracurricular activities. In their spare time, Mindy and her husband are avid mountain bikers and find time to travel the country together to race and see new places.

  • Chartered Alternative Investment Analyst (CAIA)

A WEALTH OF INFORMATION

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Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

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 

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...

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