Claire Gregory, Cfa
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Claire Gregory, Cfa Email & Phone Number

Chief Compliance Officer and Director, Operations at Monograph Wealth
Location: Los Angeles Metropolitan Area, United States, United States 8 work roles 1 school
1 work email found @monographwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@monographwealth.com
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Current company
Monograph Wealth
Role
Chief Compliance Officer and Director, Operations
Location
Los Angeles Metropolitan Area, United States, United States
Company size
18 employees

Who is Claire Gregory, Cfa? Overview

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Quick answer

Claire Gregory, Cfa is listed as Chief Compliance Officer and Director, Operations at Monograph Wealth, a company with 18 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at monographwealth.com and a matched LinkedIn profile for Claire Gregory, Cfa.

Claire Gregory, Cfa previously worked as Chief Compliance Officer & Director, Operations at Monograph Wealth and Chief Compliance Officer at Brownson, Rehmus & Foxworth. Claire Gregory, Cfa holds Bachelor Of Arts (B.A.) from University Of California, Davis.

Company email context

Email format at Monograph Wealth

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*@monographwealth.com
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AeroLeads found 1 current-domain work email signal for Claire Gregory, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Claire Gregory, Cfa

Claire Gregory, Cfa is a Chief Compliance Officer and Director, Operations at Monograph Wealth. She possess expertise in equities, portfolio management, mutual funds, securities, investments and 2 more skills.

Listed skills include Equities, Portfolio Management, Mutual Funds, Securities, and 3 others.

Current workplace

Claire Gregory, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Monograph Wealth
Monograph Wealth
Chief Compliance Officer and Director, Operations
Los Angeles, CA, US
Website
monographwealth.com
Employees
18
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Company profile
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8 roles

Claire Gregory, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Compliance Officer And Director, Operations

Monograph Wealth

Los Angeles, CA, US

Chief Compliance Officer & Director, Operations

Current
Monograph Wealth

El Segundo, California, US

Aug 2021 - Present

Portfolio Accountant

Hewins Financial
Jun 2006 - Sep 2007
Team & coworkers

Colleagues at Monograph Wealth

Other employees you can reach at monographwealth.com. View company contacts for 18 employees →

CR Cynthia Rogers Cynthia Rogers Colleague at Monograph WealthManhattan Beach, California, United States, United States View → AS Annie S. Annie S. Colleague at Monograph WealthLos Angeles, California, United States, United States View → CL Coco Lorenzo, Cfp® Coco Lorenzo, Cfp® Colleague at Monograph WealthLos Angeles Metropolitan Area, United States View → TL Tyler Laferriere Tyler Laferriere Colleague at Monograph WealthLos Angeles, California, United States, United States View → MH Matthew Haefner, Cfp® Matthew Haefner, Cfp® Colleague at Monograph WealthEl Segundo, California, United States, United States View → KR Katherine Rosenberg Katherine Rosenberg Colleague at Monograph WealthLos Angeles Metropolitan Area, United States View → WM Will Martinet Will Martinet Colleague at Monograph WealthLos Angeles Metropolitan Area, United States View → BK Bradley Klahn Bradley Klahn Colleague at Monograph WealthLos Angeles, California, United States, United States View → AY Alex Yaftali, Cfa Alex Yaftali, Cfa Colleague at Monograph WealthLos Angeles, California, United States, United States View →
1 education record

Claire Gregory, Cfa education

  • University Of California, Davis
    University Of California, Davis
    Bachelor Of Arts (B.A.)
FAQ

Frequently asked questions about Claire Gregory, Cfa

Quick answers generated from the profile data available on this page.

What company does Claire Gregory, Cfa work for?

Claire Gregory, Cfa works for Monograph Wealth.

What is Claire Gregory, Cfa's role at Monograph Wealth?

Claire Gregory, Cfa is listed as Chief Compliance Officer and Director, Operations at Monograph Wealth.

What is Claire Gregory, Cfa's email address?

AeroLeads has found 1 work email signal at @monographwealth.com for Claire Gregory, Cfa at Monograph Wealth.

Where is Claire Gregory, Cfa based?

Claire Gregory, Cfa is based in Los Angeles Metropolitan Area, United States, United States while working with Monograph Wealth.

What companies has Claire Gregory, Cfa worked for?

Claire Gregory, Cfa has worked for Monograph Wealth, Brownson, Rehmus & Foxworth, Capstone Financial Advisors Inc., Ashfield Capital Partners, Llc, and Hewins Financial.

Who are Claire Gregory, Cfa's colleagues at Monograph Wealth?

Claire Gregory, Cfa's colleagues at Monograph Wealth include Cynthia Rogers, Annie S., Coco Lorenzo, Cfp®, Tyler Laferriere, and Matthew Haefner, Cfp®.

How can I contact Claire Gregory, Cfa?

You can use AeroLeads to view verified contact signals for Claire Gregory, Cfa at Monograph Wealth, including work email, phone, and LinkedIn data when available.

What schools did Claire Gregory, Cfa attend?

Claire Gregory, Cfa holds Bachelor Of Arts (B.A.) from University Of California, Davis.

What skills is Claire Gregory, Cfa known for?

Claire Gregory, Cfa is listed with skills including Equities, Portfolio Management, Mutual Funds, Securities, Investments, Financial Analysis, and Finance.

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