David KritzerDavid KritzerManaging DirectorWealth Partner
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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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now