Alexander Joseph Yaftali

Chief Investment Officer at Monograph Wealth Advisors LLC

Finance

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
Kalyanam Shivkumar	M	56	University of California	22 years
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 years
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 years
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 years
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 years
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 years
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 years
George Marcus	M	82	University of California	24 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
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 years
Guochun Liao	M	-	University of California	5 years
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 years
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 years
Darren Liccardo	M	-	University of California	6 years
Gurnain Pasricha	M	-	University of California	5 years
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 years
Andrew Joseph Dignan	M	-	University of California	7 years
Putri Sugondo Pascualy	F	-	University of California	5 years
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 years
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 years
Jordan B. Sebold	M	-	University of California	2 years
Jonathan Liao	M	-	University of California	4 years
Bryce Mason	M	-	University of California	4 years
Andreas Johnson	M	-	University of California	5 years
James Campbell	M	-	University of California	2 years
Andrew Allerton Bogan	M	-	University of California	4 years
Zaldy Doroliat	M	-	University of California	4 years
Steven Goodman-Leibof	M	-	University of California	4 years
Kai-Hsiung Wu	M	54	University of California	2 years
Jonathan Parker	M	-	University of California	4 years
Toros Yeremyan	M	-	University of California	4 years
Alexander von Knoop	M	52	University of California	4 years
Chris Davenport	M	52	University of California	2 years
Chia Hung Tung	M	45	University of California	4 years
Wan Hang Shum	M	42	University of California	4 years
Xiao Xing Jiang	M	42	University of California	4 years
Sharif El Badawi	M	-	University of California	2 years
Allen Feldman	M	-	University of California	4 years
Doug Rao	M	-	University of California	2 years
Siu Wah Chung	M	46	University of California	4 years
Melanie Z McKinley	F	-	University of California	4 years
Nicole Anne Maher	M	-	University of California	5 years
Christopher Haire	M	-	University of California	4 years
Takaaki Tobaru	M	-	University of California	2 years
Khalid M. Al-Ali	M	-	University of California	10 years
Cynthia Chen	M	-	University of California	4 years
Vikram Ranganathan	M	-	University of California	4 years
Amar Hamoudi	M	-	University of California	5 years
Shinta Yulia	F	-	University of California	2 years
Taylor Jackson	M	-	University of California	2 years
Colin Alan Sebastian	M	-	University of California	2 years
Rong Chen	M	53	University of California	2 years
Yun Chun Yang	M	54	University of California	3 years
Joshua A. Lane	M	44	University of California	4 years
Stephen F. Lynch	M	-	University of California	4 years
Daniel Michael Workman	M	-	University of California	4 years
François Pellerin	M	-	University of California	2 years
Mike Boggs	M	-	University of California	4 years
Matt Kaplan	M	37	University of California	3 years
Richard Kim	M	-	University of California	4 years
Jack Ferdon	M	-	University of California	3 years
Dima Mostovoy	M	-	University of California	4 years
David Sullivan	M	-	University of California	4 years
Aaron Kwon	M	-	University of California	4 years
Fahed Mohammed Amin Shahin	M	43	University of California	4 years
Ivan Tsurikov	M	-	University of California	4 years
Eric Alves de Souza	M	63	University of California	3 years
Rachel Aguirre	F	42	University of California	4 years
Wesley Knuth	M	-	University of California	3 years
Bryan A. Quevedo	M	-	University of California	3 years
Andrew Olson	M	41	University of California	5 years
Dusan Miletich	M	-	University of California	4 years
Adrian S. Paz	M	-	University of California	4 years
Jonathan Tourtellotte Curtis	M	-	University of California	3 years
Natalia Yaremenko	F	49	University of California	2 years
Brendan Hutchinson	M	-	University of California	4 years
Elwyn Ralph Berlekamp	M	-	University of California	12 years
Aram Nubar Sethian	M	-	University of California	4 years
Alan Jesse Stahl	M	-	University of California	4 years
Sheng Mao	M	55	University of California	3 years
Ajay Kshatriya	M	-	University of California	4 years
Michael Wu	M	-	University of California	4 years
Sarkis Kalashian	M	-	University of California	4 years
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 years
Lisa Osterling	F	-	University of California	4 years
Brandon Schneider	M	-	University of California	4 years
Ijeoma Arum	F	-	University of California	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections