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
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now