Meet The Team

Karen Natkin
Founder and Principal

After graduating Indiana University in 1985, my plan was to pursue a career in the fashion industry. Several years later, as a newly single mom, I embraced the realization that the only person to depend on for financial stability was myself. My career focus quickly pivoted.

While searching for a stable corporate job, I ended up at a startup sign franchise. After a few months, my entrepreneurial drive kicked in and I was growing the business to new levels. I negotiated a plan with the owner to purchase the sign franchise over time. As the business grew, I started to build my own stock portfolio by purchasing high quality companies that had similar qualities to my own business: growing revenues, strong margins, and healthy cash flows. By the time the business was sold, my personal investment portfolio was on solid ground.

Not long into my “sabbatical” from work, I realized that investing was my calling and became a Registered Investment Advisor.

Fortunately, many of my friends and colleagues were some of the sharpest minds in the investment industry, running hedge funds and institutional books of business. Their mentorship gave me hands-on experience from the best and brightest in the field. The most important lesson learned was it is very difficult to get neutral and conflict-free financial advice, and that scarcity provided an opportunity.

My passion for unbiased investing led to the founding of Moonstone Asset Management. I independently launched the firm in 2008 with a mission of ensuring investors feel confident and in-control of their wealth. What started out as managing portfolios for a few friends and family has now grown to a team managing over 100 households.

Outside the office, I enjoy spending time with my husband, grandchildren, and precious cat, Ollie. I’ve been a proud resident of Highland Park for over 25 years.

Debra Meyer
Managing Director

I joined Moonstone in 2018. Prior to joining the firm, I spent my career in management consulting at Huron Consulting Group and later at a startup managing strategy and analytics. After working at the intersection of marketing, operations, and finance, I decided to shift my focus to investment management and obtained my M.B.A. from the Northwestern Kellogg School of Management. At Moonstone, I am a registered investment advisor and dedicated to operational excellence. I enjoy working in a culture that has a positive impact in people’s lives.

Outside the office, I like to spend time with my husband, daughter and dog, Phoebe. I earned a B.A. from Vanderbilt University and I hold a series 65 license.

Deana Lewis
Head of Client Experience

Bringing over 15 years of industry experience, I joined Moonstone to be part of its client-centric culture. I am passionate about creating an environment that is both approachable and educational for our clients. I believe that understanding each of our clients' individual needs and goals is essential to providing great personal service. Prior to joining Moonstone, I was Head of Intermediary Marketing at Northern Trust Asset Management. Before that, I was the Director of Marketing at IRON Financial.

Outside of the office, I love to travel and spend time with my husband, our daughters, and our dog, Gatsby. I'm also proud to have earned my B.A. from Columbia College Chicago, and I enjoy mentoring women in finance.

Brad Price
Portfolio Manager

As a portfolio manager, I bring over 23 years of trading and investment expertise to your portfolios. I develop unique investment approaches based on each client’s needs. Prior to joining Moonstone, I held various investment management roles with leading banks around the country.

Outside the office, I enjoy spending time with family, and I am an avid golfer and concert enthusiast. I studied Communications at The Ohio State University, as well as Finance at Xavier University. I hold the following Securities licenses: Series 3, Series 7, Series 63, and Series 65.