
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...


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.
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