
Third Quarter Investment Report – 2025
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
Trisha Playle serves Moneta clients with a blend of professionalism, warmth, and genuine care. She believes the strongest relationships are built on trust, attentive follow-through, and truly listening to what matters most. Whether it’s the small details or the big picture, Trisha is driven by a desire to make things easier, clearer, and more personal for every client. Her positive, can-do attitude ensures clients feel heard, supported, and appreciated at every step.
Drawn by Moneta’s culture of investing in people, Trisha joined the firm as an intern in the Training & Organizational Development department in 2025. Her internship provided invaluable exposure to Moneta’s values and processes, shaping her professional journey and inspiring her to transition into a Client Service Manager role with the Borglum Team. This move allowed her to combine her passion for service, helping others, and her detail-oriented skills.
Before joining Moneta, Trisha spent more than six years at World Outdoor Emporium, where she advanced from Office Manager to managing accounts payable for two store locations. Her experience in customer service, scheduling, financial tracking, and vendor relations built a strong foundation in accuracy, accountability, and adaptability—qualities she brings to her work at Moneta. She also gained confidence and quick decision-making skills as part of a snow removal dispatch team, coordinating crews and clients in high-pressure situations.
Trisha is currently completing her Bachelor of Science in Business Administration with a focus on Finance at the University of Missouri–St. Louis. She will graduate at the end of 2025.
Outside of work, Trisha enjoys spending time with family and friends, reading, and being outdoors—whether relaxing by the pool, at the lake, fishing, or hunting. She’s a lifelong sports fan and animal lover who began her college journey at the University of Wyoming with the goal of becoming a large animal veterinarian. A country girl at heart, she loves summer concerts and fairs.
Trisha’s commitment to service, attention to detail, and approachable nature make her a valued partner for Moneta clients and an integral part of the Borglum Team.
Dive into the latest insights from our expert team with our personal touch.
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...