David BoikeDavid Boike, CFA®Investment Associate
Awards and Industry Recognition
Forbes
About David
David Boike is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The Corbett, Mason, and Warren Group, he provides investment-related support to sophisticated clients, high-net-worth individuals and team members. 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. David screens for new investment opportunities, facilitates the investment of cash on the books and helps Bob Mason, the group'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 more than a decade 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 securities licenses.
David is a member of the CFA Institute and the Boston Society of Security Analysts. Through the CFA program, he has completed rigorous training that bridges industry practice and investment theory, providing a strong foundation in investment analysis and portfolio management skills.
David lives in Boston, MA, and in his free time enjoys fishing, golfing and spending time with his family.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
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April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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