SEAN SHANNON, CFA, CFP®
Co-Managing Partner
Sean is responsible for the firm’s operational & financial management. He is a member of the Executive and Investment Committees. Sean’s expertise is advising families with multi-generational wealth, working with founding generations to manage their assets with intent while also empowering subsequent generations to be successful financial stewards of wealth.
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 under management to $3.3 billion during his five years there. He also managed the Portfolio Management & Trading group, and Investment & Financial Planning Solutions group.
Sean began his career at Dimensional Fund Advisors (DFA) in Santa Monica, a quantitative investment firm grounded in rigorous academic principles. Sean’s expertise includes advanced discussions on Modern Portfolio Theory, risk-factor based investing, and the development of proprietary analytical tools for investment modeling. During his five years at DFA, Sean consulted with over one hundred independent, fee-only Advisors on portfolio strategy and asset allocation decisions, as well as internal management practices that would support a more efficient and comprehensive practice for their clients.
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 Manhattan Beach with his wife, Jessie, and their two children.
O: 310.496.7377
E: sean@mgwealth.com