David LevineDavid LevineSenior Client Associate
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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
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Could inflation finally be peaking?
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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now