Alex Yaftali
Partner & Chief Investment Officer at Monograph Wealth Advisors, LLC
- Role
- Partner & Chief Investment Officer at Monograph Wealth
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Alex Yaftali
Investment professional with 10+ years of experience at Dimensional Fund Advisors (institutional asset management) and 6+ years of experience at Monograph Wealth Advisors, LLC (private wealth management). Earned the CFA designation in 2007 and graduated with honors from the UCLA Anderson School of Management in 2013.
Experience
Partner & Chief Investment Officer
Jul 2022 — Present
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
2010 — 2013
UCLA
Bachelor of Science, Mathematics/Economics with Specialization in Computing
2002 — 2004
Skills
- Analysis
- Asset Management
- Bloomberg
- Portfolio Management
- Investments
- Fx Options
- Emerging Markets
- Mutual Funds
- Equities
- Financial Modeling
- Trading
- Fixed Income
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