Kevin Monaco

About Kevin

Kevin Monaco is a wealth management executive with more than 30 years of experience leading advisory businesses and developing high-performing teams across national and regional platforms. He currently serves as the Western Division, Managing Director for William Blair’s Private Wealth Management Group, where he partners with advisors and leadership to drive thoughtful growth, deepen client relationships, and reinforce a culture grounded in independence, partnership, and long-term thinking.

Earlier in his career, Kevin built his own advisory practice, giving him a practitioner’s perspective that continues to shape his leadership approach. He has held senior leadership roles at Oppenheimer & Co., D.A. Davidson, Wells Fargo Private Bank, Raymond James & Associates, and Morgan Stanley, leading regional growth initiatives, rebuilding markets, and developing top talent. Most recently, he also spent time at Dynasty Financial Partners, an experience that broadened his understanding of the independent RIA landscape and advisor ownership models.

Born and raised in Cleveland, Ohio, Kevin earned his start in financial services with Merrill Lynch in 1993. He is a longtime supporter of the Michael Hoefflin Foundation, a nonprofit serving Los Angeles families with children facing pediatric cancer. Kevin lives in Los Angeles with his wife of over 30 years, and they are the proud parents of two adult daughters. Outside work, he enjoys live music and college football and is a loyal—but long-suffering—Cleveland sports fan.