About David

David Gillis is a Client Associate with J.P. Morgan Wealth Management.

A long-time member of Peter Howe's team, David draws on his capital markets background to deliver institutional caliber investment support for retail and corporate clients.

David oversees trading, settlements, research distribution and sales support for the team. He applies an investigative style to resolve complex issues and individualized projects, drawing on his extensive network of contacts within and outside of J.P. Morgan.

David started his career at Bear Stearns in 1992 after graduating with a Business degree from Bridgewater State College.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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