
David KritzerDavid KritzerManaging DirectorWealth Partner
Awards 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

Why cash flow forecasting and succession planning matter
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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now