
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...


Sydney Schnitker enjoys the challenge of helping each client plan for their future while considering each of their unique situations and goals. Making them feel valued as people and giving them peace of mind about their finances are her ultimate goals.
Sydney joined Moneta in 2025 because of the firm’s reputation for delivering excellent client service and close-knit team culture. She saw Moneta as a place with opportunity for growth where she could utilize her interest in personal finance and her passion for helping others.
Sydney earned her Bachelor of Science in Accountancy and Master of Business Administration from Southern Illinois University Edwardsville. Prior to joining Moneta, she worked as both an intern and staff accountant for a public accounting firm, which taught her to prepare, read, and interpret financial statements while considering tax implications to best help her clients and their businesses succeed.
Away from work, Sydney enjoys spending time with family and friends, staying active in her local community, working out, going to concerts, shopping, boating, traveling, reading, and trying new recipes.
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