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
5 things moving markets—besides the Fed
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January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowBlack women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowHow are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowThe intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowKey actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowNew York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now