
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


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.

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...