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

Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now