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Alex Roth

Advisor

CFP®

As an Advisor for the Sadler Harmon Chalmers Team, Alex Roth finds fulfilment in building strong relationships with clients and helping them achieve their financial goals. In his role, he loves having the opportunity to continuously learn and grow as a financial professional.

Alex graduated from Southern Illinois University-Edwardsville with a Bachelor’s degree in Business Administration and a concentration in Finance. He also earned his CFP® designation to further enhance his technical skills and better serve his clients.

Before joining Moneta in 2020, Alex participated in an internship at Wells Fargo Advisors, where he supported efforts in identifying, onboarding, and developing new financial advisors. He was attracted to starting his career at Moneta because of the firm’s team-driven culture and exceptional reputation.

Outside of Moneta, Alex enjoys watching the St. Louis Blues, playing soccer and golf, and spending time with family and friends. He also loves to participate in running races and events. Alex currently serves his community by volunteering weekly at his local church and he is always looking for opportunities to give back to others.

  • CERTIFIED FINANCIAL PLANNER®

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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