Our People
Your Monograph Team
Monograph is a Southern California-based, employee owned independent advisor serving a nationwide clientele.
We operate on a transparent fee structure that gives our clients unconstrained product and service access while removing any potential conflicts of interest.
Typical client wealth ranges from $30m to $500m
Targeted client to professional ratio of 10:1
Engaged with a select group of families and institutions
We are fiduciaries who put our client’s interests first
Monograph is a pioneering wealth management boutique.
We are committed to delivering excellence and singular standards of expertise supported by innovative wealth planning technology.
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CCO & Director of Operations
As Chief Compliance Officer (CCO) and Director of Operations, Claire leads Monograph’s technology, human resources, finance and… (continue)
O: 310.496.7377
C: 310.929.6722
E: claire@mgwealth.com
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Partner, Senior Advisor
Matt advises multiple generations of client families and helps them build wealth strategies designed for long term success & peace of mind. (continue)
O: 310.496.7377
E: matt@mgwealth.com
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Partner, Senior Advisor
Coco Lorenzo advances the construction and implementation of wealth strategies, advocating diligently for the select group of families and institutions… (continue)
O: 310.496.7377
E: coco@mgwealth.com
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Vice President of Research & Communications
As Vice President of Research and Communications, Tyler amplifies and enhances the firm’s messaging… (continue)
O: 310.496.7377
E: tyler@mgwealth.com
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Client Service Specialist
Will is a member of the Client Services team. Working directly with affluent families and individuals, he is responsible … (continue)
O: 310.496.7377
E: will@mgwealth.com
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Executive Assistant
Kelsey is an Executive Assistant at Monograph, supporting both Sean and Joe. In her role, she handles diverse tasks, with her main focus being on optimizing… (continue)
O: 310.496.7377
E: kelsey@mgwealth.com
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Wealth Strategist
Miguel Irazabal is a member of the Client Services group, working directly with ultra-affluent families and institutional clients… (continue)
O: 310.496.7377
E: miguel@mgwealth.com
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Client Service Specialist
As a member of the Client Services team, Katherine enjoys working directly with ultra-affluent families and institutional clients… (continue)
O: 310.496.7377
E: katherine@mgwealth.com
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Senior Trader
Annie joined Monograph as Senior Trader in 2023. She oversees trade execution, seeking accuracy and best execution for client accounts… (continue)
O: 310.496.7377
E: annie@mgwealth.com
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Wealth Strategy Associate
Bradley joined Monograph in October 2023 as a Wealth Strategy Associate. Prior to Monograph, Bradley competed on the Association of Tennis Professionals (ATP) Tour for 11 years… (continue)
O: 310.496.7377
E: bradley@mgwealth.com
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Co-Managing Partner
Joe leads the firm’s marketing and client communication efforts, and is a member of the firm’s Executive and Investment… (continue)
O: 310.496.7377
E: joe@mgwealth.com
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Client Service Specialist
Michelle received her BA with a double major in International Relations and Communication from the University of Southern California and soon after… (continue)
O: 310.496.7377
E: michelle@mgwealth.com
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Founder
Jeff founded Monograph and previously served as the Chief Investment Officer, leading the firm’s Investment… (continue)
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Office Manager
Cynthia ensures that office operations run smoothly and efficiently, and she provides the highest-level support… (continue)
O: 310.496.7377
E: cynthia@mgwealth.com
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Co-Managing Partner
Sean is responsible for the firm’s operational & financial management. He is a member of the Executive and Investment Committees. Sean’s expertise is advising families with multi-generational wealth… (continue)
O: 310.496.7377
E: sean@mgwealth.com