Monograph Wealth Advisors, LLC

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Miguel Irazabal is a CFP® professional at Monograph Wealth Advisors, LLC with two years of industry experience. He has worked at Monograph since 2021 and previously spent seven years at Capital Group Private Client Services. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a portfolio management approach centered on bespoke Investment Policy Statements and asset allocation, utilizing a combination of in-house management and selected sub-advisors.

William Martinet is a financial advisor at Monograph Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cresset Asset Management, Evoke Wealth, and First Republic Investment Management. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a portfolio management approach centered on bespoke investment policy statements, asset allocation, and a combination of in-house and external managers.

Matthew Haefner is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2016 and previously worked at Oakwood Capital Management LLC from 2012 to 2016. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements and an asset-allocation-focused process implemented through a combination of in-house management and selected sub-advisors.

Joseph Chrisman is a CFA® charterholder with 15 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC by providing software and strategy improvements for a financial planning platform. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke Investment Policy Statements and an asset-allocation-focused process, implementing strategies through in-house management and selected sub-advisors while offering comprehensive foundation support.

Alexandra Ong is a financial advisor at Monograph Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Evoke Advisors, Miracle Mile Advisors, and Charles Schwab. Outside of her advisory roles, she has experience with the Fulfillment Fund and involvement in Peace Halo Jewelry. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a portfolio management approach centered on bespoke Investment Policy Statements and asset allocation, using both in-house management and selected sub-advisors, and manages approximately $2.58 billion across a seven-advisor team.

Alexander Yaftali is a CFA® charterholder at Monograph Wealth Advisors, LLC with three years of industry experience. He has been with Monograph Wealth Advisors since 2015. He is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm uses a tailored investment approach focused on asset allocation and risk compensation, combining in-house management with selected sub-advisors.

Coco Lorenzo is a CFP® professional with 15 years of industry experience, currently serving at Monograph Wealth Advisors, LLC since 2018. Prior to this, Coco worked at The Leaders Group Inc and Stonemark Wealth Management FKA Wespac Advisors Socal LLC. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a tailored investment approach centered on bespoke Investment Policy Statements and asset allocation, combining in-house management with selected sub-advisors and specialized strategies.