David HenriquezDavid HenriquezExecutive Director
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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now