Jeff Coyle

Fondateur chez Monograph Wealth Advisors LLC

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.
Mr. Coyle 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, Mr. Coyle 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	Fondateur	01/01/2015