Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Rebecca Miller
Client Service Administrator
In her role as a Client Service Administrator for the Curtis Team, Rebecca Miller positively impacts clients’ lives by providing the high touch service they deserve.
Rebecca earned her Bachelor of Science in Psychology from Southeast Missouri State University and a Master of Science in Occupational and Business Psychology from Kingston University in London, England. With her educational background in psychology, Rebecca was eager to work for a company dedicated to people and joined Moneta in 2017.
In her spare time, Rebecca volunteers with Memory Care Home Solutions and other nonprofits in the St. Louis area. She also enjoys traveling, reading and spending time with her loved ones.
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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...