David GillisDavid GillisClient Associate
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
What does the Fed’s latest move mean for investors?
November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now
Outlook
Eye on the Market: Kamilton: the 2024 election and who tells your story
November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read Now
Markets
U.S. election recap: What could GOP policies mean for investors?
November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.Read Now
Wealth Planning
Are you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
Wealth Planning
Beware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Outlook
October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read Now
Markets
The final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read Now
Wealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Markets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowMarkets
What does the Fed’s latest move mean for investors?
November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read NowOutlook
Eye on the Market: Kamilton: the 2024 election and who tells your story
November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read NowMarkets
U.S. election recap: What could GOP policies mean for investors?
November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.Read NowWealth Planning
Are you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowWealth Planning
Beware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read NowOutlook
October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read NowMarkets
The final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
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