JEFFERY COYLE
Founder
Jeff founded Monograph and previously served as the Chief Investment Officer, leading the firm’s Investment Committee and client delivery. He also founded Libretto in 2014, a software-as-a-service company focused on delivering digital advice systems and professional training to advisors managing complex wealth. Jeff transitioned to focus on Libretto full-time in 2022 and remains an owner of the firm. He maintains a connection with Monograph through the business relationship between Libretto and Monograph.
Prior to Monograph, Jeff served as Deputy CIO of Personal Financial Services for Northern Trust. In 2010, Northern Trust acquired Waterline Partners, which Jeff co-founded, and in which he served as managing partner and CIO. Waterline managed the assets of ultra-affluent private clients and developed technology to scale management for advisors in the ultra-affluent market. Waterline was ranked by Wealth Manager Magazine as the top independent wealth management firm on the West Coast in 2010 using average client wealth as the standard.*
Jeff has served in executive leadership positions at notable independent firms throughout his career. Among them, he co-founded Quintile Wealth Management in 2002. Under his oversight, Quintile Investment Advisors was ranked as the country’s top independent wealth management firm by Bloomberg Wealth Manager in 2004 using average client wealth as the standard.*
While at myCFO, Jeff served as Chief Strategy Officer and head of investments and led the development of wealth management process and technology. Under his oversight, myCFO was ranked as the country’s top independent wealth management firm by Bloomberg Wealth Manager in 2002 using average client wealth as the standard.*
Jeff is a frequent speaker at industry conferences and university graduate programs and has consulted on economic projects catering to key branches of the federal government and intelligence community. He holds a B.A. in History with an emphasis in Business Administration from the University of California, Los Angeles.
*Wealth Manager rankings cited above were based on the asset value of participants’ average client relationship. Such information was provided by participants in questionnaires and to the Securities and Exchange Commission on Form ADV. To qualify, participants were required to meet the following criteria for the prior calendar year end: participants were registered investment advisers with the SEC; participants had minimum assets under management for the prior year end of $50 million; participants offered financial planning services; more than 50% of participants’ client base consisted of individuals or high-net-worth individuals, as defined by the SEC; and participants were not affiliated with or subsidiaries of banks, broker-dealers, trust companies, insurance companies, or branches of independent broker-dealers. Participants were not required to provide payment directly or indirectly in order to participate in or use the aforementioned rankings.