Libby Snyder, CPFA™, CFP®, CIMA®

Libby joined Rockefeller Capital Management in April 2022 from Merrill Lynch Wealth Management. Libby works with a select group of affluent families, business owners, and accomplished professionals to craft tailored wealth management strategies and focuses on catering to the unique circumstances of each client. Libby is passionate about cultivating long lasting relationships by working with her clients to understand the “what” and the “why” behind their goals. Her mission is to provide personalized guidance in an effort to help her clients meet their financial goals and objectives, simplify and organize their financial lives, and provide a high level of confidence throughout the process. She prides herself on providing white glove service by taking a meticulous approach to one’s finances.

Libby has earned the Certified Financial Planner certification, a designation awarded by the Certified Financial Planner Board of Standards Inc. In 2023, Libby earned the Certified Investment Management Analyst certification through the Chicago Booth School of Executive Management, a designation awarded by the Investments & Wealth Institute. She also earned the Certified Plan Fiduciary Advisor (CPFA®).

Instilled in the core of Ruben Wealth Partners, our team prides ourselves on devoting time to our community. Libby Snyder is currently on the Next Generation Board for the Jewish Federation. She is also a frequent speaker at the 13th Man, an organization dedicated to empowering and teaching young African American teens to become the next generation of leaders, where she speaks about financial literacy. She also has a financial literacy series that she leads with Jewish Women International every April. She is also involved in Habitat for Humanity.

Prior to her career in wealth management, she served in Teach for America as a high school math teacher in Chicago, trying to combat educational inequality. Her passion for financial literacy began on the south side, helping her students understand their personal finances to better support themselves and their families. Her goal as a teacher was to ensure all students built the necessary knowledge and skills to not only face academic and social challenges in and out of the classroom, but throughout their lives. Libby brings that same passion to assist individuals and their families today to support their efforts to accomplish what matters most to them.

Libby graduated from the University of Michigan, where she earned her Bachelor’s Degree in International Studies and Psychology.