
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...


Mike Little started as Operations Manager of The Berry Macknowski Team at Moneta in August of 2022. Prior to joining Moneta, he spent the better part of 27 years as a Manager and Director of Operations and Trading for JP Morgan and Citizens Securities servicing both retail and institutional clients. Over his career, he has acquired multiple securities licenses and certifications.
Mike graduated from Worcester State University with a bachelor’s degree in Economics. During his time in college, he played football, travelled abroad, and worked part time building and resurfacing tennis courts while funding his college degree.
Mike and his wife live with their two children in Shrewsbury, Massachusetts, where he was born and raised. Prior to moving back to Shrewsbury, he lived in Boston for 10 years. In his free time, Mike enjoys working in the yard, fishing, golfing, and spending time with his family.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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