Alexander Joseph Yaftali
Chief Investment Officer at Monograph Wealth Advisors LLC
Alexander Joseph Yaftali active positions
| Companies | Position | Start | End |
|---|---|---|---|
Monograph Wealth Advisors LLC
 Monograph Wealth Advisors LLC Investment ManagersFinance Monograph Wealth Advisors LLC (Monograph) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. The firm was founded by Jeffery L. Coyle in 2015. Monograph provides advisory services to affluent families, and related institutions. | Chief Investment Officer | 2022-12-31 | - |
| Trading-Equity | 2015-01-31 | - | |
| Investment Committee Member | 2015-01-31 | - | |
| Portfolio Manager-Equities | 2015-01-31 | - | |
| Compliance Officer | 2015-01-31 | 2022-12-31 |
Career history of Alexander Joseph Yaftali
Former positions of Alexander Joseph Yaftali
| Companies | Position | Start | End |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Portfolio Manager-Equities | 2004-05-31 | 2015-01-31 |
Training of Alexander Joseph Yaftali
| UCLA Anderson School of Management | Masters Business Admin |
| University of California | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Monograph Wealth Advisors LLC
Monograph Wealth Advisors LLC Investment ManagersFinance Monograph Wealth Advisors LLC (Monograph) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. The firm was founded by Jeffery L. Coyle in 2015. Monograph provides advisory services to affluent families, and related institutions. | Finance |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
