Alexander Joseph Yaftali
Chief Investment Officer at Monograph Wealth Advisors LLC
Network origin in Alexander Joseph Yaftali first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of California
162
| College/University | Other Consumer Services | 162 |
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.
54
| Subsidiary | Investment Managers | 54 |
UCLA Anderson School of Management
53
| College/University | Other Consumer Services | 53 |
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.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alexander Joseph Yaftali via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The California Public Employees Retirement System
 The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Analyst-Fixed Income | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Quad Capital Management LLC
 Quad Capital Management LLC Investment ManagersFinance Founded in 2007, Quad Capital Management LLC is a hedge fund manager located in New York City. | Investment Managers | Analyst-Equity | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Graduate Degree Doctorate Degree Graduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree Doctorate Degree Graduate Degree | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Thomas Aquinas College | College/University | Undergraduate Degree | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Doctorate Degree Doctorate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Doctorate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Market Strategist Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Pricewaterhousecoopers LLC | Private Equity Investor | ||
IDbyDNA, Inc.
 IDbyDNA, Inc. BiotechnologyHealth Technology IDbyDNA, Inc. operates as a precision medicine company that focuses on metagenomic approaches for infectious disease identification. It develops technologies to enable universal microorganism detection. The firm help doctors and scientists to detect any pathogen in any sample, thereby removing barriers for the adoption of metagenomics in clinical settings, ultimately leading to faster public health responses during infectious disease outbreaks. The company was founded by Martin G. Reese, Guochun Liao, Mark Yandell, and Robert Schlaberg in Noveber 2014 and is headquartered in San Mateo, CA. | Biotechnology | Founder | |
Montrose Lane LP
 Montrose Lane LP Investment ManagersFinance Montrose Lane LP (Montrose Lane) is a venture capital firm founded in 2017 by Jeremy Arendt, Ryan Gurney and Mark Mills. The firm is headquartered in Houston, Texas. | Investment Managers | Director/Board Member | |
Pioneer Fund/NY/
 Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
MineralSoft, Inc.
 MineralSoft, Inc. Packaged SoftwareTechnology Services MineralSoft, Inc. engages in the provision of development solutions to manage oil and gas investments. It offers investment funds, family offices, banks, individual and trusts, foundation and endowments, corporations, E&P companies, government agencies, acquisition and divestitures, land and title, mapping, portfolio management, accounting, and audit and revenue recovery solutions. The company was founded by Jonathan Parker and Gabe Wilcox and is headquartered in Austin, TX. | Packaged Software | Founder | |
| Loyola Law School | College/University | Graduate Degree | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
| University of Science & Technology of China | College/University | Undergraduate Degree | |
First Bight Management LLC
 First Bight Management LLC Investment ManagersFinance First Bight Ventures (First Bight) is a venture capital firm founded in 2021 by Veronica B Wu. The firm is headquartered in Houstan, Texas. | Investment Managers | Consultant / Advisor | |
Centrillion Technologies, Inc.
 Centrillion Technologies, Inc. Pharmaceuticals: MajorHealth Technology Centrillion Technology Holdings Ltd. provides genomics solutions. Its products and services can isolate, manipulate, visualize and analyze intact kilobase and megabase fragments of DNA. The company was founded by Wei Zhou in 2009 and is headquartered in Palo Alto, CA. | Pharmaceuticals: Major | Private Equity Investor | |
NuProbe USA, Inc.
 NuProbe USA, Inc. Miscellaneous Commercial ServicesCommercial Services NuProbe USA, Inc. engages in the development of ultra-sensitive and multiplexed platform with reagents for non-invasive nucleic acid profiling and diagnostics. The firm offers VarTrace EGFR Assay, VarTrace BFAR Assay, and VarTrace AML multi-gene panel. The company was founded by Peng Yin, David Yu Zhang, and Victor Chenyang Shi in 2016 and is headquartered in Cambridge, MA. | Miscellaneous Commercial Services | Consultant / Advisor | |
| Young President Organization (Austin) | Corporate Officer/Principal | ||
| USC Lusk Center for Real Estate | College/University | Director/Board Member | |
MegaRobo Technologies Co., Ltd.
 MegaRobo Technologies Co., Ltd. Packaged SoftwareTechnology Services MegaRobo Technologies Co., Ltd. develops TV internal visual inspection equipment for LED TV assembly production processes. The equipment can be widely used in mobile phones, car displays, and large-size TV panel production lines. The company is based in Beijing, China. The equipment detects various defects such as missing screws, misplaced adhesive tape, loose terminals, and incorrect positioning of magnetic rings and wires. It provides automatic detection and alarm, and can upload production information to MES systems for easy traceability. The Chinese company was founded in 2016 by Yu Qing Huang, Zhi Xin Qiao, Yan Zhang. Yu Qing Huang has been the CEO since 2016. | Packaged Software | Consultant / Advisor | |
| USC Viterbi School of Engineering | College/University | Graduate Degree | |
| Haas School of Business | College/University | Masters Business Admin |
Statistics
International
| United States | 45 |
| China | 3 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 25 |
| Finance | 15 |
| Health Technology | 3 |
| Technology Services | 3 |
| Commercial Services | 3 |
Operational
| Undergraduate Degree | 88 |
| Corporate Officer/Principal | 86 |
| Director/Board Member | 56 |
| Masters Business Admin | 43 |
| Graduate Degree | 39 |
Most connected contacts
| Insiders | |
|---|---|
| George Marcus | 24 |
| Mike Boggs | 10 |
| Yun Chun Yang | 10 |
| Dusan Miletich | 10 |
| Sharif El Badawi | 9 |
| Guochun Liao | 8 |
| Kalyanam Shivkumar | 8 |
| Ajay Kshatriya | 8 |
| Xiao Xing Jiang | 8 |
| Siu Wah Chung | 8 |
| Takaaki Tobaru | 8 |
| Christopher Haire | 8 |
| Jonathan Tourtellotte Curtis | 8 |
| Joseph Han-Bin Chi | 7 |
| Arun Keswani | 7 |
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