About David

David Levine is a Senior Client Associate with J.P. Morgan Wealth Management.

He is responsible for managing the day-to-day operations functions for Financial Advisor Richard Zinman. In his role, David also provides business analysis, helping to identify specific investment strategies. In addition, he helps generate new business by leveraging J.P. Morgan's array of resources to provide clients with customized solutions to meet their specific needs and financial goals, as well as assisting in the facilitation of the client onboarding process and responding to inquiries. David has earned a reputation for doing whatever it takes to resolve clients' issues and enhance their experience with new techniques and processes.

Beginning his investment career at Fidelity Investments from 2010 to 2013, David moved to Credit Suisse in 2013 before joining J.P. Morgan in his present capacity in 2014.

David graduated from the University of Rhode Island, where he earned a B.A. in German Language and Literature. He and his wife, Alyssa, live in Santa Monica, and both enjoy cooking and traveling. David also likes playing basketball, watching soccer and doing photography in his free time.

Insights

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