David Delaney is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.
David brings many years of institutional-caliber experience to serve highly sophisticated clients with highly complex needs. His focus is on delivering seasoned guidance for the ﬁnancial decisions that can help make the best use of their assets.
With a twenty-ﬁve-year mindset diﬀerentiated by both its breadth and depth, David began as regional manager of Alex. Brown & Son's Atlanta oﬃce in 1991. The ﬁrm, established in 1800, was the oldest investment bank in the United States. His branch oﬀered private client, institutional and asset management services, and housed regional municipal trading for the southeast U.S.
In 1995, Donaldson Lufkin & Jenrette opened their Atlanta regional oﬃce and recruited David to the bank as their ﬁfth employee. His responsibilities were focused on delivering private client and institutional investment coverage. Soon after, he was designated a "corporate services specialist," tapped to oﬀer investment strategies to the ﬁrm's investment banking clients.
When Credit Suisse acquired DLJ for $12 billion dollars in 2001, David formed a four-person advisory team in the Private Bank to provide investment services for founders, corporate executives, and family oﬃces. During this period, he was promoted to Director and served on the ﬁrm's Advisory Council for Excellence (ACE). In 2016, David and his team joined J.P. Morgan Wealth Management to bring their clients the global resources of an industry leader delivered within a boutique division.
David is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of Advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. He is also a part of the J.P. Morgan Wealth Partners division, an elite group of highly experienced advisors.