David LoebDavid LoebExecutive DirectorWealth Advisor
About David
David Loeb is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
David offers a family office-style approach to wealth management, addressing the sophisticated financial needs of entrepreneurs, C-suite executives, private equity/hedge fund partners and ultra-high-net-worth individuals. His focus is on helping clients navigate complex financial decisions that target the diversification of concentrated assets, tax minimization, estate planning and other long-term wealth management strategies.
With three decades of ultra-high-net-worth wealth management experience, David has developed keen insights into the intricacies of significant wealth. He looks at both sides of the balance sheet, leveraging the wide breadth of J.P. Morgan's industry-leading resources, including alternative investments, intellectual capital, insurance, mortgages, lending and credit offerings to help clients pursue their individualized financial goals. By partnering alongside their CPAs and other trusted consultants, he works diligently to ensure the totality of their financial picture is considered.
David has been with J.P. Morgan and its predecessor firms since 2003. He began his career covering Investment and Institutional accounts at Salomon Smith Barney.
A graduate of New York University, David earned a B.S. in Political Science with a minor in Economics. He speaks Spanish and spent seven months in Spain, where he studied and taught English.
David has been active in his local community of Boca Raton for many years, where he lives with his family and has served on various charitable boards. He has offered his time and support to encourage troubled children to prepare for a better future. As a father of three, David has volunteered as a youth basketball and soccer coach.
Insights
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now