As the Finerty Team’s Markets Research Analyst, Rosie Carollo focuses her efforts on alternative investment opportunities for high-net-worth (HNW) and family office clients. She works closely with the Private Market Team and Moneta Investment Committee to conduct manager due diligence and create customized solutions for the private market portfolios.
Rosie joined the Finerty (Private Markets) team in 2022 after graduating a semester early from the University of Missouri, excited for the opportunity to learn and work in the alternative investment industry. She was impressed with Moneta’s exceptional reputation, exemplary customer service and the firm’s devotion to continued growth.
Rosie holds a bachelor’s degree (BSBA) from the University of Missouri in Finance and Banking with a Certificate in Risk Management and Insurance. She is pursuing the Chartered Alternative Investment Analyst (CAIA) professional designation.
In the community, Rosie is an active member of the St. Louis Women in Investments (WIN) Network and volunteers at St. Peter and Paul Homeless Shelter and Soup Kitchen.
Rosie was born and raised in St. Louis. She loves watching local sports games – Go Blues! She also enjoys traveling with family and friends – her favorite destination is Bermuda. She stays active by running in Forest Park or taking a Pilates class with friends.
