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

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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