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Shauna Thomas

Shauna Thomas

Client Service Administrator

Shauna brings more than twenty years of business experience to her role as a dedicated Client Service Administrator for the Dunston Team at Moneta.

In addition to owning her own successful business, Shauna has extensive customer service experience in real estate management, trust company operations, retail management, and cost accounting.

Shauna loves building new professional and client relationships. She thrives on providing excellent customer service to Moneta clients.

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A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

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