David LambertDavid LambertManaging Director, Client Specialist
About David
David Lambert is a Managing Director and Client Specialist at J.P. Morgan Wealth Management.
David delivers comprehensive wealth management services to high-net-worth clients, blending a seamless, boutique experience and high-touch service model with J.P. Morgan's fortress balance sheet and intellectual strength. He identifies his clients' needs and helps them engage with specialists who can address their specific requirements.
David's depth of exposure to each business component makes him well-versed in the breadth of resources that J.P. Morgan offers—trust and estate planning, insurance services, banking, investing and more. He takes particular care to match his clients with the most appropriate team or approach that can address the challenges they face.
Before joining J.P. Morgan, David's decades of financial services experience included many years as a Wealth Advisor at First Republic, and similar roles serving high-net-worth clients at Alliance Capital, Comerica Bank and Santander Wealth Management. His investment background spans the Private Equity Field, where he served as Director of U.S. Distribution for BDC Financial Group, a Boston-based firm that customized private equity and hedge fund-of-funds for accredited, institutional and qualified purchasers.
A graduate of Fitchburg State College, where he earned a B.S. in Economics and Political Science, David also completed the Executive Education Program at The University of Pennsylvania's Wharton School.
David is originally from Massachusetts and is active in Boston's professional community, where he is a member of the Estate Planning Council. He is passionate about helping disadvantaged youth and individuals with developmental and special needs and has devoted countless hours to connecting with them one-on-one and in group settings.
Insights
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April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
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