Monette de la Rosa

Monette de la Rosa is a Senior Associate at Evergreen Capital Management LLC in San Francisco, where she delivers personalized financial planning and wealth management services for high-net-worth individuals and families. Her core responsibilities include investment portfolio management, client relationship oversight, and supporting the firm's strategic initiatives. She focuses on diversified portfolios with an emphasis on equities, fixed income, and alternative investments, tailoring solutions to clients in technology, healthcare, and real estate sectors.

Monette brings over a decade of experience in investment management, previously serving as Senior Client Associate at Bingham, Osborn & Scarborough, LLC and as Client Relations Manager at Catalyst Financial Planning & Investment Management Corp. Her expertise spans multi-asset class allocation, retirement planning, and holistic wealth strategies, making her a trusted advisor in the industry.

She holds a Bachelor of Science in Economics from the University of Santo Tomas, equipping her with an analytical approach to client advisory. Monette is recognized for her client-centric service and contribution to expanding the firm's capabilities in managing complex portfolios for affluent clients.