BMO Investment Services is thrilled to welcome to the team, financial advisors, David Garfin, Kevin Monaco, and Jamie Krigbaum!
As BMO grows its business in the Los Angeles area, these individuals will help deliver exceptional financial planning and advice to clients. For over 15 years, they have worked as partners in the financial industry.
David Garfin joins us from J.P. Morgan Wealth Management to deliver wealth planning strategies and asset management services to the team’s high-net-worth clients. His experience in trust and estate planning, working alongside accountants and lawyers, helped ensure a comprehensive total wealth management approach. David earned his BS in Behavioral Science and Law from the University of Wisconsin at Madison. A native of New York, David has lived in Los Angeles since 2003.
Kevin Monaco brings over 20 years of experience in financial management, most recently with J.P. Morgan Wealth Management, where he provided wealth planning and investment strategies to high-net-worth individuals, corporate executives, business owners, and entertainment professionals. A native of California, Kevin attended UCLA where he earned a BA in Economics. Before joining J.P. Morgan in 2017, Kevin progressed his financial services career at Credit Suisse in the Private Banking division at Barclays.
Jamie Krigbaum brings over 20 years of experience in financial management, most recently with J.P. Morgan Wealth Management, where she helped manage relationships and streamlined daily operations, reporting and cash flow to high net-worth individuals, corporate executives, business owners, and entertainment professionals. Jamie is a native of California, and lives in South Orange County with her husband and two children.
