Alexander Joseph Yaftali
Chief Investment Officer bij Monograph Wealth Advisors LLC
Profiel
Mr. Alexander J.
Yaftali, CFA MBA, is a Partner & Chief Investment Officer at Monograph Wealth Advisors LLC.
In his role, he oversees the firm’s Investment, Portfolio Management and Trading programs.
He also previously held the role of Chief Compliance Office (CCO).
His expertise is in the implementation of multi-generational wealth and institutional client strategies.
Prior to Monograph, he spent the first ten years of his career at Dimensional Fund Advisors, where he managed international equity portfolios, traded foreign currencies, and improved investment operations.
He earned an M.B.A.
from the UCLA Anderson School of Management in 2013.
He earned the Chartered Financial Analyst (CFA) designation in 2007 and B.S.
in Mathematics/Economics with Specialization in Computing from UCLA in 2004.
Actieve functies van Alexander Joseph Yaftali
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-01-2023 |
Eerdere bekende functies van Alexander Joseph Yaftali
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-02-2015 |
Opleiding van Alexander Joseph Yaftali
| University of California | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
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 |
