Fairfield, Conn. – Moneco Advisors is pleased to announce that David J. Karachuk CFA® CFP® has joined the firm as Partner, effective April 1, 2026, as part of a strategic acquisition that further strengthens the firm’s integrated financial planning platform. He brings nearly 15 years of advisory experience and a distinguished career spanning investment banking, corporate finance, and private equity. He will be based in Moneco’s Fairfield office.
“David’s depth of experience and thoughtful approach to financial planning align seamlessly with our firm’s philosophy,” said Charlie Rocco, Managing Partner & CEO at Moneco Advisors. “His background across complex financial environments enhances our ability to deliver comprehensive, forward-looking advice to the individuals and families we serve.”
He began his career in investment banking at Brown Brothers Harriman & Co. before serving as Treasurer and later Chief Financial Officer of Timex Corporation. He also worked in private equity with Kohlberg Kravis Roberts & Co., developing a strong foundation in capital markets, business strategy as well as mergers and acquisitions. Since becoming an Investment Advisor Representative in 2013, he has focused on helping individual clients navigate financial decisions with clarity, confidence, and discipline.
David holds both the Chartered Financial Analyst® (CFA®) designation and is a Certified Financial Planner® (CFP®) professional. He earned his BA in Economics and MBA with High Distinction from Harvard University and Harvard Business School, respectively. He is also a dedicated leader within the profession, having previously served as President of the Financial Planning Association of Connecticut, where he played an active role in advancing the standards and impact of financial planning.
“I’m excited to join Moneco Advisors at a time of strong growth and momentum,” said Karachuk. “The firm’s commitment to integrated planning and long-term client relationships reflects my own philosophy. I look forward to contributing to the continued success of the team, and especially to the clients we serve.”
This partnership reflects Moneco’s ongoing commitment to working with accomplished professionals who demonstrate deep experience and dedication, while embracing a client-first mindset that remains central to the firm’s culture and long-term success.
About Moneco Advisors
Founded in 1980, Moneco Advisors is an independent registered investment advisory firm providing integrated financial planning, investment management, tax, and business advisory services to individuals, families, and business owners—from rising professionals to retirees. The firm manages more than $3 billion in assets under management and operates seven offices across New England and the New York City metropolitan area. Built on a partnership-driven ownership model, Moneco continues to expand its integrated advisory platform through strategic acquisitions, infrastructure investment, and multidisciplinary collaboration designed to support trusted, long-term client relationships in an increasingly complex financial landscape.