
David GreeneDavid GreeneManaging DirectorWealth Partner
About David
David Greene is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. With nearly 20 years of experience in financial services, he offers comprehensive wealth management services for high-net-worth individuals and their families, emphasizing tax efficiency.
David's background is distinctive among his peers. Although he has garnered significant knowledge and capabilities as a traditional wealth manager, David holds an M.S. in Taxation and began his career as a Certified Public Accountant (CPA) with a major accounting firm. That experience grounded him in the complexities of trust and estate planning to help manage wealth across generations. It allows him to develop investment plans in a tax-sensitive manner and with the deep understanding of the tax ramifications of every financial decision. He makes after-tax performance and capital gains a part of all investment discussions.
By taking a tailored approach to managing wealth, David builds every investment strategy in consideration of individualized objectives and goals. He works alongside his clients' attorneys and CPAs in a seamless manner to ensure proper entity structuring. This cohesive approach helps provide clients with the confidence that strategies are integrated toward their unified financial goals.
David believes J.P. Morgan provides the ideal framework for serving his clients. He has access to award-winning investment research1, a broad suite of mortgage, lending and credit services, and the ability to provide traditional and non-traditional investment options. David dedicates his time and resources to his clients in order to provide a superior experience. As a testament to his relationships, most of his clients come from referrals.
Before joining J.P. Morgan in 2015, David spent five years at Credit Suisse and 12 years at Goldman Sachs. Prior to that, he was a Senior Tax Manager at Arthur Andersen.
David graduated from Clemson University with a B.S. in Accounting and earned his M.S. in Taxation from Florida International University.
Insights

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Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
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June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
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