
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Libby Roth enjoys building strong relationships with clients and making them feel comfortable by taking care of their financial needs.
She joined Moneta as a Client Service Manager in 2023, drawn by the company’s culture and its commitment to providing “raving fan” service to clients.
Libby earned her bachelor’s degree in Business Administration with a minor in Mathematics from Southern Illinois University Edwardsville (SIUE). Before joining Moneta, she interned at Parkside Financial Bank and Trust, where she gained valuable experience in servicing clients financially and expanded her knowledge of the finance industry.
Outside of work, Libby enjoys going to the gym, hiking, cooking, volunteering at her local church, and spending time with friends and family.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...