
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 Financial Advisors. Although he has garnered significant knowledge and capabilities as a traditional Wealth Manager, David holds a Master of Science in Taxation and began his career as a Certified Public Account (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 research, 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. He founded the Slater Valley Ranch, a Colorado-based foundation that benefits children with learning disabilities.
Insights

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June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now