Monthly Recap – April 2026
May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...
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
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Macroeconomic and Market Chat with Carlyle’s Jason Thomas
April 28, 2026
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...
From Final Decree to Financial Freedom
April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...