
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


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.

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...