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Monograph Wealth jobs and careers

United States

As of October 23, 2026, Monograph Wealth has no open roles listed.

About Monograph Wealth

At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational wealth. We’re committed to changing how the financial advice industry approaches planning and investment management. Our mission is to guide our clients to realize a successful investment experience and enjoy intergenerational family capital with purpose and clarity. Developed by our principals, our wealth planning technology provides a single pane through which Monograph families chart the future of their experience with wealth. We build purpose – driven, investment strategies, illuminating how unique assets are invested to fund specific life objectives. Monograph’s programs and services are specialized for affluent families, and related institutions, and they include: • Public & Private Investments • Tax & Fee Efficiency • Pre-Liquidity Planning • Estate Planning • Strategic Philanthropy • Multigenerational Planning • Professional Team Coordination Monograph is a Southern California-based, employee-owned independent advisor serving a nationwide clientele. We operate on a transparent fee structure that gives our clients unconstrained product and service access while mitigating potential conflicts of interest. • Typical client wealth ranges from $30MM to $500MM+. • Targeted client to professional ratio of 10:1. • Engaged with a select group of families and institutions. • We are fiduciaries who put our clients’ interests first.

Founded in 2015 by Jeffery Coyle.

Founded
2015
Employees
11 to 50
Headquarters
United States

Leadership

The top of Monograph Wealth's org chart, with how many people report into each leader.

SS

Sean Shannon

Co-Managing Partner

Jobs at Monograph Wealth

No open positions right now. Explore more companies on TheJobsMap.

Monograph Wealth jobs: common questions

Is Monograph Wealth hiring right now?
Monograph Wealth has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Monograph Wealth's careers site.
Where is Monograph Wealth headquartered?
Monograph Wealth is headquartered in United States and was founded in 2015.
Who leads Monograph Wealth?
Sean Shannon, Co-Managing Partner, is at the top of Monograph Wealth's org chart.
How do I apply for a job at Monograph Wealth?
Pick a role on Monograph Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on Monograph Wealth's own careers site, so you apply directly with the employer.