Enjoy golfing, skiing, spending time with my family and watching my girls play music
David Garfin
Encino,CA
Summary
Seasoned Wealth Advisor adept in risk management and client relationship building. Leverages behavioral finance to tailor wealth strategies for high-net-worth individuals, enhancing portfolio performance and fostering business growth. Proven track record in driving revenue and developing strategic client partnerships.
Overview
13
13
years of professional experience
Work History
Vice President, Wealth Advisor
JP Morgan
07.2017 - 10.2024
I am a co-founder of The Monaco Garfin Group, 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.
Vice President /Private Wealth Advisor
Barclays Wealth & Investment Management
01.2012 - 07.2017
Deliver wealth planning strategies and asset management services to high net worth clients, corporate executives and business owners.
Education
Bachelor of Arts - Behavioral Science And Law / Business
University of Wisconsin, Madison
Madison, WI05-1997
Skills
- Account management
- Risk management
- Performance monitoring
- Data analysis
- Complex Problem-solving
- Performance metrics analysis
- Sales and marketing leadership
- Client relationship building
- Business development
- Financial management
- Verbal and written communication
- Business growth and marketing strategies
- Performance data analysis
- Proposals and presentations
- Revenue generation
- Growth planning
Interests
Timeline
Vice President, Wealth Advisor
JP Morgan
07.2017 - 10.2024
Vice President /Private Wealth Advisor
Barclays Wealth & Investment Management
01.2012 - 07.2017
Bachelor of Arts - Behavioral Science And Law / Business
University of Wisconsin, Madison
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