David DelaneyDavid DelaneyExecutive DirectorWealth Partner
About David
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.
Insights
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Planning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
J.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read Now
Understanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowPlanning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowJ.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowUnderstanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now