
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
As a Family CFO Client Service Administrator for the Finerty Team at Moneta, Sierra Vinyard supports her team’s and firm’s mission of empowering people to navigate life’s path by assisting with reports, mail, client information and review preparation.
Sierra graduated from Southern Illinois University Edwardsville with a degree in Business Administration focusing on Finance. An internship at Slagle Financial expanded her financial knowledge while developing her teamwork and time management skills.
During her free time, Sierra enjoys hiking, shopping, and spending time with friends and family.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...