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

Outlook

5 actions investors can take now

June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.