About Us
Guiding Principles
We are expert-led; industry professionals compared to tech co’s trying to be in financial services.
We are entrepreneurial in nature and quickly take advantage of opportunities.
We have a growth mindset.
Trust us for unbiased financial advice from industry experts who value transparency and collaboration.
We support professional Advisors that understand the importance of compliance and working together.
We believe in transparency to support our partnering approach.
We are technology-led when possible; making our processes simple and helps reduce paperwork.
We are nimble.
Team
The Monarch Team
Anton Pablo
Chief Compliance Officer
Antonella Iarrobino
Controller
Mackenzie Leavitt
VP,
Operations
Richard S. Pyper
Chief Executive Officer
Yama Yaqeen
Chief Operations Officer