
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Stacy brings an abundance of experience and dedication to her role as Executive Assistant on the Compardo, Wienstroer & Janes (CWJ) team at Moneta. With a strong academic background and extensive professional tenure, she is an invaluable asset to the team.
Stacy graduated from California State University, Sacramento, in May 2011 with a Bachelor of Science in Business Administration, concentrating in Finance. Prior to that, she attended Sierra College, earning an Associate of Science degree and three Associate of Arts degrees, including Business Administration. During her time at Sierra College, Stacy was actively involved in the wind symphony and was part of the inaugural group of the Phi Theta Kappa honor society chapter.
Stacy has demonstrated a commitment to excellence and continuous learning throughout her career. Her journey began at Target, where she gained valuable customer service experience before transitioning to Wells Fargo Private Client Services, where she held roles as an Operations Clerk and later as an Operations Investments Representative. Following her tenure at Wells Fargo, Stacy joined Health Net, where she served in various administrative capacities, culminating in her role as Executive Assistant to the Chief Information Officer (CIO) at Centene Corporation after the acquisition of Health Net.
Stacy’s decision to join CWJ at Moneta was driven by her desire to work with a knowledgeable and respected group of professionals. She was drawn to the camaraderie and supportive culture of the team and saw it as an opportunity to continue learning and expanding her skills in the industry.
One of Stacy’s most significant career accomplishments is her tenure of over 18 years with a single company, demonstrating her dedication and loyalty. Additionally, she considers her move to the Midwest a personal and professional growth milestone, embracing new experiences and challenges enthusiastically.
Outside of work, Stacy enjoys photography, crafting, spending time outdoors, and traveling.
EDUCATION
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...