David WintersDavid WintersExecutive Director, Growth & Strategy
About David
David Winters is an Executive Director, Growth & Strategy, at J.P. Morgan Wealth Management.
David focuses on growth and strategy initiatives for the Team, drilling down to identify and scope medium- and long-term opportunities meant to enhance the advisor/ client experience. His mandate includes filling product gaps and enhancing the business.
With a decade-plus career that began at J.P. Morgan in 2011, David served as a Credit Analyst, ascending through roles in the lending space that span Securities-Based Lender, Digital Product Manager and Business Manager. In 2022, he joined Anchorage Digital to build out policies and procedures for the digital asset bank. Now back at J.P. Morgan, he shares the breadth of his experience for the benefit of clients and colleagues alike.
A graduate of The Ohio State University, David holds a B.S. in Finance. He and his wife, Danielle, have two daughters, Ellarose and Ivy. Outside of work, he enjoys family time, house projects and the great outdoors.
Insights
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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