
History Rhymes: A Review of Presidential Policy “Missteps”
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
Sandra Roberts joined Moneta in 2024 and serves as an administrative assistant to Partner Jeff Wist on the Finerty Team. In this role, she manages scheduling, organizes tasks, and implements strategies that enhance team efficiency, while also contributing to various special projects.
Prior to joining Moneta, Sandra gained diverse experience across multiple career paths, beginning in the corporate world, transitioning into entrepreneurship, and later focusing on raising and educating her four children. Most recently, Sandra worked in the Jerseyville School District, supporting special needs students—a cause she is deeply passionate about.
Sandra holds a Bachelor of Science in Business Administration with concentrations in both Finance and Marketing, as well as a Master of Science in Economics from Southern Illinois University Edwardsville.
Outside of work, Sandra devotes much of her time to attending her children’s sporting events. She enjoys taking long walks with friends while trying to solve world problems and watching her sons waterski jump. She treasures family vacations to St. Croix – because who doesn’t need a little beach therapy?
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April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...