
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...


In her role as a Client Service Administrator for the Curtis Team, Rebecca Miller positively impacts clients’ lives by providing the high touch service they deserve.
Rebecca earned her Bachelor of Science in Psychology from Southeast Missouri State University and a Master of Science in Occupational and Business Psychology from Kingston University in London, England. With her educational background in psychology, Rebecca was eager to work for a company dedicated to people and joined Moneta in 2017.
In her spare time, Rebecca volunteers with Memory Care Home Solutions and other nonprofits in the St. Louis area. She also enjoys traveling, reading and spending time with her loved ones.
Dive into the latest insights from our expert team with our personal touch.

November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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