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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.