Alex Yaftali

Alex Yaftali is Partner and Chief Investment Officer at Monograph Wealth in Los Angeles, where he leads the firm's investment, portfolio management, and trading programs. He specializes in developing and overseeing complex investment strategies for multi-generational family wealth and institutional clients, focusing on efficient and cost-effective implementation. His current responsibilities include guiding overall investment policy, integrating portfolio management processes, and delivering customized client solutions for a select group of affluent families and organizations.

Alex's investment expertise spans international equities, foreign exchange, and multi-asset portfolio management, built over a decade at Dimensional Fund Advisors where he managed global equity portfolios and oversaw trading operations. At Monograph, he drives the firm's approach to institutional-quality asset allocation, risk management, and operational excellence for clients with wealth typically ranging from $30 million to $500 million, with a particular emphasis on cross-border investment, global equities, and liquidity management.

He holds an MBA from the UCLA Anderson School of Management, a Bachelor of Science in Mathematics/Economics with a specialization in Computing from UCLA, and the CFA designation. Throughout his career, Alex has been recognized for his ability to translate sophisticated financial theory into tangible, client-focused results, and for bringing institutional rigor to private wealth management.