WILL MARTINET
Client Service Specialist
Will is a member of the Client Services team. Working directly with affluent families and individuals, he is responsible for meeting the day-to-day needs of Monograph’s clients, while partnering with team members to devise highly customized solutions to meet complex client needs.
Will joined Monograph in 2023, bringing with him over a decade of experience in institutional and private wealth financial services. His career began with Bradford & Marzec (now part of Ducenta Squared Asset Management), a Los Angeles-based fixed income manager where he served as the Research Associate and Quantitative Portfolio Analyst. In 2013 Will joined the former Luminous Capital team at First Republic Investment Management. In 2019 he and his team launched Evoke Advisors, a Los Angeles-based registered independent advisor, where he was responsible for leading team-wide client service projects while covering day-to-day client needs ranging from account openings and money movements to trade execution and private investment-related requests. Following Evoke Advisors, Will served as the Director, Private Wealth Client Services, for Cresset Asset Management, leading the Client Service team for the San Francisco office.
Will received his BA in Finance from California State Polytechnic University, Pomona.
Outside of the office, you may find Will enjoying time outdoors at the beach or in the mountains and spending time with his friends and family. He lives in Santa Monica.
O: 310.496.7377
E: will@mgwealth.com