Scott Koch Email & Phone Number
Director of Philanthropy @ Monograph Wealth
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Scott Koch Location
- Los Angeles, CA, US
Scott Koch Work
- Director of Philanthropy @ (September 2025 - Present)
- External Executive Director @ (September 2016 - Present)
- Director National Investment Practice Strategy, Senior Vice President @ (December 2010 - July 2015)
- Cofounder, Partner, Chief Operating Officer @ Waterline Partners LLC (January 2004 - January 2010)
- Director @ (January 2001 - July 2004)
- Director @ myCFO (January 1999 - January 2001)
Scott Koch Education
- Texas A&M University
BA (Finance)
1992-1996 - The University of Chicago Booth School of Business
Certified Private Wealth Advisor® (CPWA®)
Scott Koch Skills
- Agile Methodologies
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Insights
- Business Strategy
- Charitable Gift Planning
- Client Services
- Critical Thinking
- Entrepreneurship
- Equities
- Excel Models
- Facilitation
- Financial Planning
- Fixed Income
- Founder
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Nonprofit Management
- Operations Management
- Philanthropy
- Presentations
- Private Foundations
- Private Piloting
- Program Evaluation
- Program Monitoring
- Reporting Requirements
- Software Design
- Spanish Teaching
- Strategic Vision
- Surfing
- User Experience Design
- Wealth Management
- Wealth Management Services
- Yoga
Scott Koch Summary
- Scott Koch, based in Los Angeles, CA, US, is currently a Director of Philanthropy at Monograph Wealth . Scott Koch brings experience from previous roles at Reissa Foundation, Northern Trust, Waterline Partners LLC and Quintile Wealth Management. Scott Koch holds a 1992 - 1996 BA in Finance @ Texas A&M University. With a robust skill set that includes Agile Methodologies, Alternative Investments, Asset Allocation, Asset Management, Business Insights and more. Scott Koch has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Monograph Wealth Employees
Matthew Haefner
Partner
Manhattan Beach, CA, US
Joe Chrisman
Co Managing Partner
Hermosa Beach, CA, US
Alex Yaftali
Partner and Chief Investment Officer
Los Angeles, CA, US
Katherine Rosenberg
Client Service Specialist
Los Angeles, CA, US
Tyler Laferriere
Vice President of Communications
Los Angeles, CA, US
William Martinet
Wealth Strategist
Los Angeles, CA, US
Scott Koch
Director of Philanthropy
Los Angeles, CA, US
Claire Gregory
Partner, COO
Los Angeles, CA, US
Alexandra Ong
Client Service Specialist
Culver City, CA, US
Julianne Delessio
Philanthropic Associate
Los Angeles, CA, US
Coco Lorenzo
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Tim D.
Investment Associate
Manhattan Beach, CA, US
Will Jurman
Client Service Specialist
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Sean Shannon
Co-Managing Partner
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Annie S.
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