Monthly Recap – November 2025
December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...
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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Giving Tuesday: Generosity All Year
December 1, 2025
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...