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Yolanda Forkin

Family Office Specialist

In her role as a Senior Family Office Specialist for the Finerty Team at Moneta, Yolanda Forkin focuses most of her time on the team’s largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them peace of mind knowing that all of their financial worries are being addressed with care.

Yolanda earned her Associate of Arts degree from Southwestern Illinois College. Prior to joining Moneta in 2006, she gained investment experience as a Sales Assistant with Wunderlich Securities, a Tennessee based broker/dealer. She also worked for MetLife as a Regional Sales Coordinator within a division of the company that specialized in retirement plan products for nonprofit employers.

Outside of the office, Yolanda enjoys spending time with her family, baking, reading and traveling. Yolanda resides in Chesterfield with her husband and their two sons.

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Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

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...

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