Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...
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 Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
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by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...
Is your business worth what you think it is? Understanding business value drivers
January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...