Client Service Specialist
Current
Jun 2023 - Present
AeroLeads people directory · profile
Will Martinet Email & Phone Number
Client Service Specialist
at
Monograph Wealth
1 work email found
@evokeadvisors.com
3 phones found area 760
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Service Specialist
Location
Los Angeles Metropolitan Area, United States, United States
Company size
Who is Will Martinet? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Will Martinet is listed as Client Service Specialist at Monograph Wealth, a company with 7 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at evokeadvisors.com, phone signal with area code 760, and a matched LinkedIn profile for Will Martinet.
Will Martinet previously worked as Director, Private Wealth Client Services at Cresset and Vice President at Evoke Advisors. Will Martinet holds Bachelor Of Science, Finance from California State Polytechnic University-Pomona.
Company email context
Email format at Monograph Wealth
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*@evokeadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Will Martinet. Compare company email patterns before reaching out.
Profile bio
About Will Martinet
Will Martinet is a Client Service Specialist at Monograph Wealth.
Current workplace
Will Martinet's current company
Company context helps verify the profile and gives searchers a useful next step.
Monograph Wealth
10 roles
Will Martinet work experience
A career timeline built from the work history available for this profile.
Director, Private Wealth Client Services
Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.
Mar 2022 - May 2023
Vice President
Will has been working with wealthy families and institutional investors since 2011. He began his financial services career at Bradford & Marzec (now part of Tortoise Credit Strategies), a Los Angeles based fixed income asset manager, serving as a Research Associate and Quantitative Portfolio Analyst. Will joined the former Luminous Capital team at First.
May 2019 - Mar 2022
Director
First Republic Investment Management
Jan 2019 - May 2019
Associate Director
First Republic Investment Management
Jan 2017 - Dec 2018
Senior Associate
First Republic Investment Management
Jan 2015 - Dec 2016
Client Service Associate
First Republic Investment Management
May 2014 - Dec 2015
Client Service Associate
Luminous Capital/First Republic Investment Management
Oct 2013 - Apr 2014
Research Associate & Quantitative Portfolio Analyst
Complete monthly and quarterly client and consultant reportsAssist with presentations and ad hoc research projectsClient and consultant database management and maintenance Provide daily reports and analytics to portfolio managers and tradersAssist in providing performance attribution reports for individual accounts and compositesManage and maintain.
Nov 2011 - Oct 2013
Client Services Intern
May 2011 - Oct 2011
Team & coworkers
Colleagues at Monograph Wealth
Other employees you can reach at monographwealth.com. View company contacts for 7 employees →
BK
Bradley Klahn
Colleague at Monograph WealthLos Angeles, California, United States, United States
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MH
Matthew Haefner, Cfp®
Colleague at Monograph WealthEl Segundo, California, United States, United States
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AS
Annie S.
Colleague at Monograph WealthLos Angeles, California, United States, United States
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KR
Katherine Rosenberg
Colleague at Monograph WealthLos Angeles Metropolitan Area, United States
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AY
Alex Yaftali, Cfa
Colleague at Monograph WealthLos Angeles, California, United States, United States
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CR
Cynthia Rogers
Colleague at Monograph WealthManhattan Beach, California, United States, United States
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CL
Coco Lorenzo, Cfp®
Colleague at Monograph WealthLos Angeles Metropolitan Area, United States
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TL
Tyler Laferriere
Colleague at Monograph WealthLos Angeles, California, United States, United States
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Bradley Klahn
Colleague at Monograph WealthLos Angeles, California, United States, United States
View →
MH
Matthew Haefner, Cfp®
Colleague at Monograph WealthEl Segundo, California, United States, United States
View →
AS
Annie S.
Colleague at Monograph WealthLos Angeles, California, United States, United States
View →
KR
Katherine Rosenberg
Colleague at Monograph WealthLos Angeles Metropolitan Area, United States
View →
AY
Alex Yaftali, Cfa
Colleague at Monograph WealthLos Angeles, California, United States, United States
View →
CR
Cynthia Rogers
Colleague at Monograph WealthManhattan Beach, California, United States, United States
View →
CL
Coco Lorenzo, Cfp®
Colleague at Monograph WealthLos Angeles Metropolitan Area, United States
View →
TL
Tyler Laferriere
Colleague at Monograph WealthLos Angeles, California, United States, United States
View →
2 education records
Will Martinet education
Bachelor Of Science, Finance
Education record
Carlsbad High School
FAQ
Frequently asked questions about Will Martinet
Quick answers generated from the profile data available on this page.
What company does Will Martinet work for?
Will Martinet works for Monograph Wealth.
What is Will Martinet's role at Monograph Wealth?
Will Martinet is listed as Client Service Specialist at Monograph Wealth.
What is Will Martinet's email address?
AeroLeads has found 1 work email signal at @evokeadvisors.com for Will Martinet at Monograph Wealth.
What is Will Martinet's phone number?
AeroLeads has found 3 phone signal(s) with area code 760 for Will Martinet at Monograph Wealth.
Where is Will Martinet based?
Will Martinet is based in Los Angeles Metropolitan Area, United States, United States while working with Monograph Wealth.
What companies has Will Martinet worked for?
Will Martinet has worked for Monograph Wealth, Cresset, Evoke Advisors, First Republic Investment Management, and Luminous Capital/First Republic Investment Management.
Who are Will Martinet's colleagues at Monograph Wealth?
Will Martinet's colleagues at Monograph Wealth include Bradley Klahn, Matthew Haefner, Cfp®, Annie S., Katherine Rosenberg, and Alex Yaftali, Cfa.
How can I contact Will Martinet?
You can use AeroLeads to view verified contact signals for Will Martinet at Monograph Wealth, including work email, phone, and LinkedIn data when available.
What schools did Will Martinet attend?
Will Martinet holds Bachelor Of Science, Finance from California State Polytechnic University-Pomona.
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