David BoikeDavid Boike, CFA®Investment Associate
About David
David Boike is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Corbett Mason Group, he provides investment-related support to the team, sophisticated clients and high-net-worth individuals. David's responsibilities include performing due diligence on mutual funds, managers, individual stocks and alternatives. Additionally, he keeps abreast of client investment performance as well as individual manager performance, screens for new investment opportunities, facilitates the investment of cash on the books, and helping Bob Mason, the team's Portfolio Manager, with the covered call overlay equity income PM strategy.
David graduated from Bentley University with a B.B.A in Finance. With six years of experience in financial services, he began his career in 2014 at Morgan Stanley as a Wealth Management Analyst. David joined J.P. Morgan in 2017 and is vital to the success of the team. He holds FINRA Series 7 and 66 licenses.
David is a CFA® charterholder and a member of the CFA Institute and the Boston Society of Security Analysts. Through the CFA program, he has completed rigorous training bridging industry practice and investment theory, providing a strong foundation in investment analysis and portfolio management skills.
David lives in Boston, and in his free time enjoys fishing, golfing and spending time with his nephew.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Understanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
Preserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
November 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowUnderstanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowPreserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowNovember 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now