Sean Shannon
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- Full Name
- Sean Michael Shannon
- Title
- Co-Managing Partner (CFA, CFP®); member of the Executive and Investment Committees
- Firm
- Monograph Wealth Advisors, LLC
- Firm Type
- Registered Investment Advisor (RIA) / wealth management firm — *not a venture or angel fund (see note below)*
- Investment Stage
- Not applicable to a documented venture/seed program (the stub label "Seed Round / Angel Investors" could not be verified — see Investment Thesis)
- Check Size
- Unknown / not publicly documented
- Target Company Profile
- Not applicable — the firm advises private clients, not startups
- Sector Focus
- Multi-generational wealth management, portfolio management, family-foundation and pre-transaction (business-owner liquidity) planning
- Geographic Focus
- Southern California (Greater Los Angeles / South Bay); U.S. private clients
- Location
- El Segundo / Manhattan Beach, California (resides in Palos Verdes, CA)
Background
Sean Shannon is Co-Managing Partner of Monograph Wealth Advisors, an El Segundo, California–based registered investment advisor he co-founded, and he serves on the firm's Executive and Investment Committees while overseeing its operational and financial management. Monograph, formed in November 2014, has grown into a multi-billion-dollar RIA (reported figures range from roughly $2.6B–$3.3B in assets under management across ~1,000 client accounts, with a team of several advisors). Shannon is listed in state records as a Manager and Chief Executive Officer of the entity, alongside co-founder Jeffery Coyle.
He earned a Bachelor of Science in Chemical Engineering from Cornell University, where he was also a varsity soccer player. He holds both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, earned around 2010. His investment approach is rooted in Modern Portfolio Theory and risk-factor–based investing.
Shannon began his career at Dimensional Fund Advisors in Santa Monica, a quantitative asset manager known for factor-based investing. He then spent roughly five years at LourdMurray, a Beverly Hills RIA, as Vice President, Portfolio Manager, and advisor, where he was a primary architect of institutional infrastructure for families with multi-generational wealth and helped expand the firm from about $250 million to $3.3 billion in assets under management. He subsequently co-founded Monograph Wealth Advisors.
He lives in Palos Verdes, California, with his wife Jess and their two children.
Investment Thesis & Focus
- Operates as a fiduciary wealth advisor, not a startup investor; his "investing" is portfolio management for high-net-worth and ultra-high-net-worth families.
- Investment philosophy is grounded in Modern Portfolio Theory and risk-factor / evidence-based investing — a discipline that traces to his early years at Dimensional Fund Advisors.
- Specializes in multi-generational wealth, pre-transaction planning for business owners (liquidity events), and advising the boards of private family foundations.
- Client-facing focus is on building institutional-grade infrastructure for complex family balance sheets rather than deploying discrete venture "checks."
- No publicly stated seed/angel thesis, target company profile, or check-size range could be located.
Notable Investments
- No public startup or angel portfolio (e.g., Crunchbase/AngelList deals) could be found for Sean Shannon. His professional record is in managing diversified client portfolios at an RIA rather than direct company investments.
- If the "angel investor" designation reflects private, undisclosed personal investments, those are not documented in any public source reviewed.
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