I am a co-founder of The Monaco Garfin Group at J.P. Morgan, where I deliver wealth planning strategies and asset management services for the team's high-net-worth clients, corporate executives, business owners, and entertainment professionals.I draw on my background in behavioral finance to help clients navigate the investment process. Based on each client's financial personality, I match instruments and vehicles with appropriate risk profiles to construct tailored allocations that seek to address specific needs. The portfolios I develop are designed to help pursue tax-efficient returns and withstand volatility. Through this attentive process, I serve as a buffer against emotional decision-making. I am especially adept at managing across complex issues such as trust and estate planning and work alongside accountants and lawyers to help ensure a comprehensive approach to the totality of wealth management. I truly value the deep relationships I have built throughout my career, which have endured through multiple generations and market upheavals.After graduating from the University of Wisconsin at Madison, I earned my B.S. in Behavioral Science and Law with a minor in Business. Then I entered the wealth management industry for the opportunity to help clients meet their long-term goals. Later, I met and partnered with Kevin Monaco, the other principal of the team when I moved to Los Angeles from New York. Together, we spent eight years at Credit Suisse, then at Barclays before joining J.P. Morgan in 2017.My wife, Dana, and I reside in Encino with our two daughters, Emma and Mia.I stay active in my community. I previously served on the El Caballero Country Club Charitable Foundation Board of Directors and volunteer at my children's school. I also enjoy golfing, skiing, and spending time with my family.
Listed skills include Portfolio Management, Investments, Asset Management, Services, and 1 others.
