David Kavrell joined Monarch Bay in 2013. Mr. Kavrell has been professionally involved with the financial community since starting at Goldman Sachs in 1978. Mr. Kavrell fulfilled his desire to move back to the West coast, moving to Bear Stearns in 1982. He became a limited partner in their San Francisco office. In 1992, Mr. Kavrell helped start the Private Client Department of Montgomery Securities and, subsequently, CIBC Oppenheimer. After a brief stint at Cruttenden Roth, Mr. Kavrell joined Sutter Securities in 2000 where he was head of equity trading for 13 years.
Mr. Kavrell earned a Bachlor’s Degree in Economics from Claremont McKenna College and an MBA from the University of Chicago.
Holds FINRA Series 7, 55, 63 and 65 licenses.