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
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
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May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now