Miguel Irazábal

Role: Wealth Strategist at Monograph Wealth
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Miguel Irazábal

Focused and dedicated private client services leader, with expansive experience in…

Experience

Wealth Strategist
Monograph Wealth
Jan 2023 — Present

Education

University of Southern California
Bachelor of Arts (BA), International Relations and Affairs
2002 — 2007
University of Southern California
Bachelor of Arts (BA), Economics
2002 — 2007

Skills

Portfolio Management
Fixed Income
Due Diligence
Equities
Hedge Funds
Investments
Asset Management
Crm
Banking
Financial Analysis
Private Equity
Investment Advisory
Corporate Finance
Securities
Finance
Management
Mutual Funds

Contact information

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Work email
m••••••••@monographwealth.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••59

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Current company

Monograph Wealth

Financial Services · 20 employees · Founded 2015 · Manhattan Beach, California, United States

At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational wealth. We’re committed to changing how the financial advice industry approaches planning and investment management. Our mission is to guide our clients to realize a successful investment experience and enjoy intergenerational family capital with purpose and clarity. Developed by our principals, our wealth planning technology provides a single pane through which Monograph families chart the future of their experience with wealth. We build purpose – driven, investment strategies, illuminating how unique assets are invested to fund specific life objectives. Monograph’s programs and services are specialized for affluent families, and related institutions, and they include: • Public & Private Investments • Tax & Fee Efficiency • Pre-Liquidity Planning • Estate Planning • Strategic Philanthropy • Multigenerational Planning • Professional Team Coordination 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 mitigating potential conflicts of interest. • Typical client wealth ranges from $30MM to $500MM+. • Targeted client to professional ratio of 10:1. • Engaged with a select group of families and institutions. • We are fiduciaries who put our clients’ interests first.

monographwealth.com

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