Renowned for its commitment to delivering top-tier financial solutions, BMO Investment Services is delighted to announce the addition of three distinguished financial professionals to its Los Angeles office. David Garfin, Kevin Monaco, and Jamie Krigbaum bring a wealth of experience and expertise to the team, promising to enhance the company’s ability to provide comprehensive wealth management services. With over 15 years of collaborative partnership, these advisors have established themselves as leaders in their field, specializing in wealth planning, investment strategies, and client relationship management. Their extensive backgrounds in serving high-net-worth individuals and corporate executives will significantly benefit BMO’s growing client base in Southern California.

David Garfin joins BMO from J.P. Morgan Wealth Management, bringing more than a decade of experience in crafting wealth planning strategies and asset management solutions. His specialization in trust and estate planning has enabled him to collaborate effectively with accountants and legal professionals, ensuring a holistic approach to wealth management. Having earned his Bachelor of Science in Behavioral Science and Law from the University of Wisconsin at Madison, David brings a unique perspective to the team. Originally from New York, he has been residing in Los Angeles since 2003, offering valuable insights into both East and West Coast markets.

Kevin Monaco, another seasoned advisor, boasts over two decades of experience in financial management. Prior to joining BMO, Kevin was associated with J.P. Morgan Wealth Management, where he provided tailored wealth planning and investment strategies to high-net-worth individuals, corporate executives, business owners, and entertainment professionals. A native Californian, Kevin holds a Bachelor of Arts in Economics from UCLA. Before joining J.P. Morgan in 2017, he advanced his career in private banking at Barclays and Credit Suisse, further solidifying his expertise in financial services.

Jamie Krigbaum rounds out this trio of accomplished professionals. With over 20 years of experience in financial management, Jamie has honed her skills in managing relationships and optimizing daily operations for high-net-worth clients. Her work at J.P. Morgan Wealth Management involved streamlining reporting and cash flow processes for a diverse clientele, including corporate executives and entertainment professionals. Jamie, a lifelong Californian, resides in South Orange County with her family, contributing local knowledge and personalized service to BMO’s expanding client base.

The integration of these experienced advisors marks a significant milestone for BMO Investment Services as it continues to expand its presence in the Los Angeles area. Clients can look forward to receiving unparalleled financial guidance and strategic planning, ensuring their wealth management needs are met with precision and care. The collective expertise of Garfin, Monaco, and Krigbaum will undoubtedly elevate BMO’s reputation as a leading provider of comprehensive financial solutions in Southern California.