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...
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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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...
Quick Take: U.S.-Israel Strikes on Iran
March 3, 2026
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against I...