
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Kristen Herber brings great enthusiasm for helping clients with a positive attitude as an Operations Manager for the Curtis Team. She is dedicated to Moneta’s core value of providing “Raving Fan” service to every client. One of Kristen’s favorite parts about working at Moneta is assisting clients with any challenge life may bring.
Kristen earned her B.A. in English and B.A. in Psychology from Benedictine College. Outside of Moneta, she enjoys spending time with her family and friends, reading, going to the movies and the lake, and traveling to see her nephews as much as possible.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...