David KritzerDavid KritzerManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About David
David Kritzer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
One of the founding members of the Kritzer-Castellaw Group, he draws on 30 years of investment experience to provide holistic advisory guidance that addresses the personal financial complexities of business owners, corporate executives and ultra-high-net-worth families.
David's background and education in consulting, accounting and finance help him to organize the various elements of each client's financial scenario into one integrated approach. He is well versed in issues surrounding liquidity strategies, estate and tax planning, cash flow construction and the management of concentrated equity positions. A problem-solver by nature, David translates sophisticated market data into meaningful information that helps his clients understand the decision-making process. He is committed to providing a clear roadmap every high-net-worth family should follow.
David has been offering wealth management strategies since 1993, first as an Advisor at PaineWebber and then as Managing Director at Deutsche Bank Alex Brown. Most recently, he served as a Senior Vice President at UBS Private Wealth Management. David joined J.P. Morgan in 2019 and is pleased to deliver the power and greatness of the firm, coupled with the strong financial capabilities of his team.
Before he began a career in wealth management, David was employed with Delaware North Companies, AT&T and Bell Laboratories, where he held a variety of positions, including Internal Auditor, Financial Analyst and Project Manager.
A graduate of Canisius College in Buffalo, New York, David has a B.S. in Accounting. Additionally, he earned an M.S. in Finance from Fairleigh Dickinson University in New Jersey.
David and his wife, Kimberly, live in Atlanta with their three children. He is very active in youth athletics, and coaches his children's basketball, football and lacrosse teams. When not spending time with his family, David is an avid golfer.
Insights
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read Now
Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read Now
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now