SEAN SHANNON, CFA, CFP®
Co-Managing Partner
Sean’s expertise is advising families with multi-generational wealth and guiding private business owners through pre-transaction planning. These efforts often involve working with founding generations to manage their assets with intent, while also empowering subsequent generations to be successful financial stewards of wealth.
Sean has a passion for advising the boards of private family foundations and similar institutions on applying strategic frameworks to their grantmaking activities. Sean is a member of the Executive and Investment Committees, and oversees the firm’s operational and financial management.
Prior to Monograph, Sean served as a vice president, portfolio manager and advisor with Beverly Hills-based RIA LourdMurray. He was a primary architect of an institutional infrastructure tailored to families with multi-generational wealth and advanced planning objectives, helping to expand the business from $250 million to $3.3 billion in assets under management during his five years there.
Sean began his career at Dimensional Fund Advisors (DFA) in Santa Monica, a quantitative investment firm grounded in decades of Nobel-prize winning academic research. Sean’s core competencies included advanced discussions on Modern Portfolio Theory, risk-factor based investing, and the development of proprietary analytical tools for investment modeling.
Sean received his Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ designations in 2010. He holds a Bachelor of Science in Chemical Engineering from Cornell University, where he played varsity soccer.
Sean resides in Palos Verdes with his wife, Jess, and their two children.
O: 310.496.7377
E: sean@mgwealth.com