
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


Stephanie finds Moneta’s team culture very motivating. She is inspired by Moneta’s dedication to their clients and is impressed that Moneta continues to improve its already-exceptional client service.
At Southern Illinois University – Edwardsville, Stephanie earned her Bachelor’s in Business Administration with an emphasis in Finance. After college, she was a personal banker at The Bank of Edwardsville. In 2011, Stephanie joined Moneta to dedicate herself to client service and Moneta’s three core values.
Stephanie and her husband, Ben, have three children, Blake, Eva, and Sam. They enjoy spending time outside, whether they are cheering on the Cardinals or going to the zoo. Stephanie loves spending time with friends and embracing her role as a bleacher mom at t-ball, basketball and gymnastics practices.
Dive into the latest insights from our expert team with our personal touch.

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...