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
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now