BMO Investment Services is excited to announce the addition of financial advisors David Garfin, Kevin Monaco, and Jamie Krigbaum to our team!
As BMO expands its presence in the Los Angeles area, these talented individuals will enhance our ability to provide outstanding financial planning and advice to clients. For more than 15 years, they have collaborated within the financial industry.
David Garfin comes to us from J.P. Morgan Wealth Management, where he specialized in wealth planning strategies and asset management for high-net-worth clients. His expertise in trust and estate planning, collaborating with accountants and legal professionals, has ensured a holistic approach to total wealth management. David holds a BS in Behavioral Science and Law from the University of Wisconsin at Madison and has been a Los Angeles resident since 2003, originally from New York.
Kevin Monaco brings more than 20 years of financial management experience, previously working at J.P. Morgan Wealth Management, where he offered wealth planning and investment strategies to high-net-worth individuals, corporate executives, business owners, and professionals in the entertainment industry. Originally from California, Kevin earned his BA in Economics from UCLA. Before his time at J.P. Morgan, Kevin developed his career in financial services with Credit Suisse in the Private Banking division and Barclays.
Jamie Krigbaum also brings over 20 years of financial management experience, having recently worked at J.P. Morgan Wealth Management, where she efficiently managed client relationships and improved daily operations, reporting, and cash flow for high-net-worth individuals, corporate executives, business owners, and entertainment professionals. A Californian by birth, Jamie currently resides in South Orange County with her husband and their two children.
