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
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now