Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...
Tracy Pauli
Client Service Administrator
Tracy brings a wealth of experience to the Compardo, Wienstroer & Janes Team. Having worked directly with Diane for the majority of her over 20-year tenure at Moneta, Tracy has become a friendly and familiar voice to clients and colleagues alike.
Tracy’s personal interests include rooting for the Cardinals, bowling and traveling with her husband Jeff.
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Monthly Recap – April 2026
May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...
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 ...