Independence Without Compromise
March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...
Timothy Burford
Investment Specialist & Client Service Manager
CFA
In his hybrid role as an Investment Specialist and Client Service Manager, Tim Burford works closely with the team’s Portfolio Strategist to research, model, and implement investment ideas and monitor cash flows and asset allocation. At the same time, he works on more than a dozen client relationships, ensuring each of his clients receive the ‘Raving Fan’ service they deserve.
Tim joined Moneta in 2019 after graduating a semester early from the University of Missouri with a bachelor’s degree in Finance and Banking. Tim is a CFA Charterholder, a member of the CFA Institute and the CFA Society of St. Louis.
Born and raised in St. Louis and loyal to his hometown, Tim enjoys cheering on the St. Louis Blues, St. Louis Cardinals, and now, St. Louis City SC.
- CFA® Charterholder
- CFA Society of St. Louis, Member
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
The Vacation Home: More Than A Property
March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...
Courageous Citizenship and Finding Common Ground
March 5, 2026
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...
Monthly Recap – February 2026
March 5, 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed i...