About Monette
Monette joined Evergreen Gavekal as a Senior Associate in May 2021. She attended the University of Santo Tomas in Manila and earned a degree in Bachelor of Science, Economics. She is Series 65 certified.
Monette has more than 10 years of experience in the Registered Investment Advisor (RIA) space. Her prior experience also includes 10 years in senior client relations and operations roles for two REIT managers and 5 years as Trust Administrator for Mechanics Bank.
Monette danced ballet for many years and still enjoys watching the ballet. Monette and her husband live in the East Bay of San Francisco.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Monette
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.