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Senior Associate

Monette de la Rosa

About Monette

Monette de la Rosa joined Evergreen Gavekal as a Senior Associate in May 2021, bringing more than 25 years of experience in the Registered Investment Advisor (RIA) space. She is Series 65 certified.

Her prior experience includes 25 years in senior client relations and operations roles with two REIT managers and multiple RIAs along with and 5 years as a Trust Administrator at Mechanics Bank.

Monette trained in ballet and performed professionally for many years. She continues to attend ballet performances. She and her husband live in the San Francisco Bay Area.

Education & Qualifications

University of Santo Tomas

Bachelor of Science, Economics

Professional Affiliations

Regulatory License, FINRA Series 65