Profil
Mr. Jeffery L.
Coyle is a Founder at Monograph Wealth Advisors LLC.
He previously served as the Chief Investment Officer, leading the firm’s Investment Committee and client delivery.
He also founded Libretto in 2014, a software-as-a-service company focused on delivering digital advice systems and professional training to advisors managing complex wealth.
He transitioned to focus on Libretto full-time in 2022 and remains an owner of the firm.
He maintains a connection with Monograph through the business relationship between Libretto and Monograph.
Prior to Monograph, he served as Deputy CIO of Personal Financial Services for Northern Trust.
In 2010, Northern Trust acquired Waterline Partners, which he co-founded, and in which he served as managing partner and CIO.
He has served in executive leadership positions at notable independent firms throughout his career.
Among them, he co-founded Quintile Wealth Management in 2002.
Postes actifs de Jeff Coyle
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/2015 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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. | Finance |
