Head of Client Services

Coco Lorenzo brings 17 years of experience in the investment and financial services industry to Monograph. Most recently, she was the Vice President of Client Services and Operations at Stonemark Wealth Management, heading the client service team and managing the operational functions of the company. Prior to that, she gained investment experience as a Private Client Director with Tower Asset Management, focusing on retirement planning and wealth management, and as a Sales Associate with Wells Fargo Investments. Coco began her career with Pantheon Private Equity in 2000.

Coco earned her Bachelor of Arts with highest honors in Psychology at the University of California at Santa Barbara as a member of the Golden Key International Honor Society. She lives in Los Angeles with her husband and two daughters, and enjoys traveling, reading and volunteering with Baby2Baby in her spare time.

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clorenzo@monographwealth.com – 310.496.7318