CLAIRE GREGORY, CFA
CCO & Director of Operations
As Chief Compliance Officer (CCO) and Director of Operations, Claire leads Monograph’s technology, human resources, finance and compliance initiatives. Claire leverages her deep institutional operations and investment advisor compliance experience to enhance the firm’s internal operations and support its client service delivery.
Prior to joining Monograph, Claire served as the Chief Compliance Officer for registered investment advisor, Brownson, Rehmus & Foxworth, Inc. Prior to this position, she worked for a Chicago-based RIA overseeing various operational, trading, technology, client service, administration and compliance functions, and serving as a member of their Investment Committee and Management Committee. Claire started her career at a San Francisco-based investment manager, where she managed the institutional and high-net-worth operations group.
Claire earned her BA from the University of California, Davis. She is a CFA® charterholder and a member of the CFA Institute and CFA Society Los Angeles.
Originally from the San Francisco Bay Area, Claire now resides in Palos Verdes Estates with her husband, Austin, and their young sons. In their free time, they can be found at the beach, golfing, travelling, and exploring local restaurants.
O: 310.496.7377
E: claire@mgwealth.com