David HenriquezDavid HenriquezExecutive DirectorWealth Advisor
LinkedInAbout David
David Henriquez is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a principal of The Marrocco Henriquez Group, he offers comprehensive advisory guidance to a diverse group of clients, including corporate executives, business owners, professional athletes/entertainers, high-net-worth individuals and their families.
Dave draws on over 25 years of asset management experience to attend to the investment decision-making requirements of each client. He has a keen understanding of equity and fixed income vehicles, with a particular focus on high-quality bonds. Dave works closely with institutional money managers to build tailored portfolios that address personalized needs. As a differentiating feature, he has an extensive background in managing the financial impacts of major life changes and liquidity events.
Since he began his career as a Financial Advisor in 1992, Dave has had the privilege of working with several global financial services firms. This collective experience has provided him with a diverse set of skills and the insights to view investment opportunities from many angles. Dave co-founded The Marrocco Henriquez Group more than 20 years ago to provide clients with integrated strategies that address the full complement of wealth's opportunities and advantages. Most recently, the team was at UBS before proudly joining J.P. Morgan in 2018.
Dave grew up in New York and is a graduate of Cornell University, where he earned a B.A. in Economics. While in college, he was a member of two wrestling teams, and occasionally helps out with the local high school program.
Deeply interested in the stock market from a very early age, Dave made his first investment transaction at the age of 13 to help optimize the proceeds from his lawn mowing business. He strives to instill these same values in his children and is proudly raising his family in Norwell, on the South Shore of Massachusetts. Committed to giving back, he and his wife are highly involved in their children's school. In his free time, Dave loves to catch up on the latest movies.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now