Alexander Joseph Yaftali
Chief Investment Officer bei Monograph Wealth Advisors LLC
Aktive Positionen von Alexander Joseph Yaftali
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - |
| Trading-Equity | 01.02.2015 | - | |
| Mitglied des Investmentausschusses | 01.02.2015 | - | |
| Portfolio Manager-Aktien | 01.02.2015 | - | |
| Compliance Officer | 01.02.2015 | 01.01.2023 |
Karriereverlauf von Alexander Joseph Yaftali
Ehemalige bekannte Positionen von Alexander Joseph Yaftali
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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-Aktien | 01.06.2004 | 01.02.2015 |
Ausbildung von Alexander Joseph Yaftali
| UCLA Anderson School of Management | Masters Business Admin |
| University of California | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
