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Monette de la Rosa

Senior Client Associate

Monette works within our Client Service Team managing client administrative and operational activities for our private and institutional clients. She assists Wealth Managers and Principals with investment portfolio reviews, provides day to day client service and interfaces with custodians for ongoing account transactions and maintenance.

Prior to joining the firm, Monette served as the Operations Manager at a local firm. She has also served as the Client Relations Manager of another firm in the East Bay. Monetteā€™s prior experience includes ten years in operations and client service roles for two REIT Managers focused on long/short strategies and five years as Trust Administrator for The Mechanics Bank.

Monette and her husband live in the East Bay.

Education
  • BS in Economics, University of Santo Tomas
Highlights
  • Series 65 license holder
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