Kevin MonacoKevin MonacoExecutive DirectorWealth Advisor
About Kevin
Kevin Monaco is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of The Monaco Garfin Group at J.P. Morgan, he provides wealth planning and investment strategies for high-net-worth individuals, corporate executives, business owners and entertainment professionals.
Kevin places emphasis on the organization of each element of a client's financial scenario and works to mitigate the complexities that often accompany substantial wealth. He pays particular attention to trust and estate planning to help ensure all assets are structured properly and thoughtfully administered. With more than 20 years of experience in financial management, he backs up this support with significant capabilities to deliver tailored asset allocations and investment strategies that aide in the pursuit of personalized financial objectives. Kevin brings honesty and integrity to every interaction with his clients.
A native of California, Kevin attended UCLA, where he interned at Morgan Stanley and earned a B.A. in Economics. He took an unusual path to a career in comprehensive wealth management, and began his professional life buying and selling restaurants for a group of clients and eventually himself. Kevin entered financial services in 1995 as an Investment Associate at Smith Barney in New York, then moved to Deutsche Bank and CIBC Oppenheimer, where he met David Garfin, the other principal of the team. He spent eight years at Credit Suisse in the Private Banking division, and most recently was at Barclays. He joined J.P. Morgan in 2017 to provide his clients with access to the firm's world-renowned platforms and wide array of financial planning resources.
Kevin is a former Junior Board member of Big Brother Big Sisters of New York City. He maintains close ties with the now-adult youngster who he has mentored since 1992. He lives with his wife, Diana, and three children, Claire, Paige and William in Pacific Palisades, California. When not in the office or with clients, Kevin enjoys coaching little league, family vacations and paddle-surfing.
Insights
Eye on the market: Cicadian rhythms
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now