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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now