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
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
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June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
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