
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Sandra Roberts joined Moneta in 2024 and serves as an administrative assistant to Partner Jeff Wist on the Finerty Team. In this role, she manages scheduling, organizes tasks, and implements strategies that enhance team efficiency, while also contributing to various special projects.
Prior to joining Moneta, Sandra gained diverse experience across multiple career paths, beginning in the corporate world, transitioning into entrepreneurship, and later focusing on raising and educating her four children. Most recently, Sandra worked in the Jerseyville School District, supporting special needs students—a cause she is deeply passionate about.
Sandra holds a Bachelor of Science in Business Administration with concentrations in both Finance and Marketing, as well as a Master of Science in Economics from Southern Illinois University Edwardsville.
Outside of work, Sandra devotes much of her time to attending her children’s sporting events. She enjoys taking long walks with friends while trying to solve world problems and watching her sons waterski jump. She treasures family vacations to St. Croix – because who doesn’t need a little beach therapy?
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...