
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
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.
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...