
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
Will Steinberg arrives with a smile. As a Client Service Manager on the Kittner Team, Will strives to build strong relationships with clients and is dedicated to helping them plan for their financial future. He values the opportunity to understand each client’s goals and provides the support to help reach them.
Will first joined Moneta in 2024 as an intern and held the role until graduating from Miami University in 2025 with a Bachelor of Science in Business, majoring in Finance. Before that, he held multiple positions in sales and customer service, where he enhanced his skills in communication, problem-solving, and relationship building.
As a St. Louis native, Will is a massive fan of the Blues, Cardinals, and toasted ravioli. Outside of the workplace, he also enjoys staying active, watching movies, and spending time with his friends and family.
Dive into the latest insights from our expert team with our personal touch.
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...