Alexander Joseph Yaftali

Chief Investment Officer bei Monograph Wealth Advisors LLC

Finance

Consumer Services

Aktive Beziehungen

Name	Geschlecht	Alter	Unternehmensverbindungen	Zusammenarbeit
Gerard Kieran O'Reilly	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	20 Jahre
John Hertzer	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. UCLA Anderson School of Management	13 Jahre
Lacey Nicole Huebel	F	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	12 Jahre
Lovell Shao	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	18 Jahre
Savina Rizova	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	20 Jahre
Joel Patrick Schneider	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	13 Jahre
Jed Fogdall	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	20 Jahre
Alan Hutchison	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	18 Jahre
Ethan Wren	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	14 Jahre
Alexander Fridman	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. University of California	16 Jahre
Jeff Coyle	M	-	Monograph Wealth Advisors LLC Monograph Wealth Advisors LLC Investment ManagersFinance Monograph Wealth Advisors LLC (Monograph) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. The firm was founded by Jeffery L. Coyle in 2015. Monograph provides advisory services to affluent families, and related institutions.	9 Jahre
Stanley Black	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	18 Jahre
Travis Meldau	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	13 Jahre
Kalyanam Shivkumar	M	56	University of California	22 Jahre
Allen Pu	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	18 Jahre
Mary Phillips	F	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	12 Jahre
Joseph Hohn	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	12 Jahre
William Collins-Dean	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	10 Jahre
Ashish Bhagwanjee	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	10 Jahre
Arun Keswani	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	13 Jahre
George Marcus	M	82	University of California	24 Jahre

Mehr sehen

Beziehungs-Chart

Beziehungen zu mehreren Unternehmen

Ehemalige Beziehungen

Name	Geschlecht	Alter	Unternehmensverbindungen	Zusammenarbeit
Joseph Han-Bin Chi	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	14 Jahre
Guochun Liao	M	-	University of California	5 Jahre
Jeanne C. Sinquefield	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	4 Jahre
Ajay Madan	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	9 Jahre
Darren Liccardo	M	-	University of California	6 Jahre
Gurnain Pasricha	M	-	University of California	5 Jahre
Noah Lee	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	5 Jahre
Andrew Joseph Dignan	M	-	University of California	7 Jahre
Putri Sugondo Pascualy	F	-	University of California	5 Jahre
John Blood	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	-
Ali Jahansouz	M	-	University of California	5 Jahre
Robert M. Fezekas	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	3 Jahre
Jordan B. Sebold	M	-	University of California	2 Jahre
Jonathan Liao	M	-	University of California	4 Jahre
Bryce Mason	M	-	University of California	4 Jahre
Andreas Johnson	M	-	University of California	5 Jahre
James Campbell	M	-	University of California	2 Jahre
Andrew Allerton Bogan	M	-	University of California	4 Jahre
Zaldy Doroliat	M	-	University of California	4 Jahre
Steven Goodman-Leibof	M	-	University of California	4 Jahre
Kai-Hsiung Wu	M	54	University of California	2 Jahre
Jonathan Parker	M	-	University of California	4 Jahre
Toros Yeremyan	M	-	University of California	4 Jahre
Alexander von Knoop	M	52	University of California	4 Jahre
Chris Davenport	M	52	University of California	2 Jahre
Chia Hung Tung	M	45	University of California	4 Jahre
Wan Hang Shum	M	42	University of California	4 Jahre
Xiao Xing Jiang	M	42	University of California	4 Jahre
Sharif El Badawi	M	-	University of California	2 Jahre
Allen Feldman	M	-	University of California	4 Jahre
Doug Rao	M	-	University of California	2 Jahre
Siu Wah Chung	M	46	University of California	4 Jahre
Melanie Z McKinley	F	-	University of California	4 Jahre
Nicole Anne Maher	M	-	University of California	5 Jahre
Christopher Haire	M	-	University of California	4 Jahre
Takaaki Tobaru	M	-	University of California	2 Jahre
Khalid M. Al-Ali	M	-	University of California	10 Jahre
Cynthia Chen	M	-	University of California	4 Jahre
Vikram Ranganathan	M	-	University of California	4 Jahre
Amar Hamoudi	M	-	University of California	5 Jahre
Shinta Yulia	F	-	University of California	2 Jahre
Taylor Jackson	M	-	University of California	2 Jahre
Colin Alan Sebastian	M	-	University of California	2 Jahre
Rong Chen	M	53	University of California	2 Jahre
Yun Chun Yang	M	54	University of California	3 Jahre
Joshua A. Lane	M	44	University of California	4 Jahre
Stephen F. Lynch	M	-	University of California	4 Jahre
Daniel Michael Workman	M	-	University of California	4 Jahre
François Pellerin	M	-	University of California	2 Jahre
Mike Boggs	M	-	University of California	4 Jahre
Matt Kaplan	M	37	University of California	3 Jahre
Richard Kim	M	-	University of California	4 Jahre
Jack Ferdon	M	-	University of California	3 Jahre
Dima Mostovoy	M	-	University of California	4 Jahre
David Sullivan	M	-	University of California	4 Jahre
Aaron Kwon	M	-	University of California	4 Jahre
Fahed Mohammed Amin Shahin	M	43	University of California	4 Jahre
Ivan Tsurikov	M	-	University of California	4 Jahre
Eric Alves de Souza	M	63	University of California	3 Jahre
Rachel Aguirre	F	42	University of California	4 Jahre
Wesley Knuth	M	-	University of California	3 Jahre
Bryan A. Quevedo	M	-	University of California	3 Jahre
Andrew Olson	M	41	University of California	5 Jahre
Dusan Miletich	M	-	University of California	4 Jahre
Adrian S. Paz	M	-	University of California	4 Jahre
Jonathan Tourtellotte Curtis	M	-	University of California	3 Jahre
Natalia Yaremenko	F	49	University of California	2 Jahre
Brendan Hutchinson	M	-	University of California	4 Jahre
Elwyn Ralph Berlekamp	M	-	University of California	12 Jahre
Aram Nubar Sethian	M	-	University of California	4 Jahre
Alan Jesse Stahl	M	-	University of California	4 Jahre
Sheng Mao	M	55	University of California	3 Jahre
Ajay Kshatriya	M	-	University of California	4 Jahre
Michael Wu	M	-	University of California	4 Jahre
Sarkis Kalashian	M	-	University of California	4 Jahre
Stephen Quance	M	-	Dimensional Fund Advisors LP Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.	6 Jahre
Lisa Osterling	F	-	University of California	4 Jahre
Brandon Schneider	M	-	University of California	4 Jahre
Ijeoma Arum	F	-	University of California	4 Jahre

Statistik

Land	Beziehungen	% des Gesamten
Vereinigte Staaten	100	100,00%

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