Our Team

Raisa La Rosa

Client Service Specialist

Raisa La Rosa is a Client Service Specialist in the Southeast Region where she assists Advisors in addressing the needs of high net worth individuals and families, institutions, trusts, endowments, and foundations. She brings over 12 years of experience to her role having held similar positions (with consistent promotions) in banking, trust services and investment management organizations.

Raisa has a passion for problem-solving and dedication to on-going learning, with advanced coursework in Business Administration, Financial Services Banking, as well as earning accreditation as a Certified Banking Specialist from Miami Dade College where she earned a Bachelor’s Degree in applied science, Supervision and Management.

Raisa sits on the Women & Wealth planning committee at Calamos Wealth Management where she contributes to content and event planning for the program. She is fluent (written and verbal) in English and Spanish.