David StanfordDavid Stanford
Vice President
Wealth Advisor

"I tap the breadth and power of J.P. Morgan’s world-class platform, intellectual capital and research professionals to inform my equity strategies."

About David

David Stanford is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.

He is a member of Gilman Private Wealth Management Group, bringing robust capabilities in many areas of asset management to deliver the tailored equity investment opportunities that high-net-worth individuals and corporations seek.

David has honed his skills through years of hard work and rigorous analysis, employing a pronounced work ethic, which he couples with exacting attention to detail. He astutely assesses marketplace conditions and economic factors when making vehicle selections. David taps the breadth and power of J.P. Morgan's world-class platform, intellectual capital and research professionals to inform his equity strategies.

With more than 46 years of financial industry experience, David has enjoyed a long and illustrious career. Among the prominent investment firms on his resume are Wertheim & Co., Schroeder & Co., Salomon Smith Barney and Morgan Stanley. David attended Hobart College and Fordham University, where he earned a B.A.

Primarily a resident of Katonah, New York, David typically spends the month of August on the water in Maine. There, he can be found aboard one of his two vessels—his antique Lyman boat christened "Salty Paws" or a Boston Whaler. David is a voracious and eclectic reader, and enjoys immersing himself in genre-specific books with his dogs Chester and Tilly at his side.

Insights

Markets

Past, present, future: Here’s where we stand

November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
Markets

The impact of holding a concentrated stock position

November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Wealth Planning

Planning with family entities

November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
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