Alexander Joseph Yaftali
Directeur en chef des Investissements chez Monograph Wealth Advisors LLC
Postes actifs de Alexander Joseph Yaftali
Sociétés | Poste | Début | Fin |
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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. | Directeur en chef des Investissements | 01/01/2023 | - |
Trading-Equity | 01/02/2015 | - | |
Membre du Comité d'Investissement | 01/02/2015 | - | |
Gestionnaire de Portefeuille-Actions | 01/02/2015 | - | |
Compliance Officer | 01/02/2015 | 01/01/2023 |
Historique de carrière de Alexander Joseph Yaftali
Anciens postes connus de Alexander Joseph Yaftali
Sociétés | Poste | Début | Fin |
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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. | Gestionnaire de Portefeuille-Actions | 01/06/2004 | 01/02/2015 |
Formation de Alexander Joseph Yaftali
University of California | Undergraduate Degree |
UCLA Anderson School of Management | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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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 |
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