
David J. StarkerDavid J. StarkerManaging DirectorWealth Partner
Awards and Industry Recognition


Forbes
About David
David Starker is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Wealth Partners are hand-picked by J.P. Morgan Wealth Management for their track record in providing curated advice to clients whose financial success has evolved to a more complex set of objectives.
David is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios. Portfolio Managers are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
An experienced investor, David's process reflects his extensive knowledge of equities and fixed income and his proficiency with alternative assets. He customizes strategies to suit the needs, risk profile and personalities of ultra-high-net-worth clients whose primary focus at this stage in their lives is to grow and preserve their wealth.
David displayed an early interest in the financial markets, and chose it as his career path because of the opportunity to guide and influence people with their investments. His 35-plus years of experience is founded on his conservative, value-oriented approach to constructing and actively managing tailored portfolios that seek to deliver solid, risk-adjusted returns with low volatility. David augments his services by leveraging J.P. Morgan's industry-leading brand, intellectual capital and resources.
Beginning his career in the Private Wealth Management Group at Drexel Burnham Lambert in 1986, David was one of the youngest members of DBL's President's Council, and achieved the Quantum Portfolio Manager designation. His time at Drexel Burnham was integral to his interest and expertise in all areas of fixed income.
Later in his career, David joined Lehman Brothers as a Senior Vice President and Portfolio Manager. As a Director at Credit Suisse (2006-2014), he was a member of an elite group with an approved strategy on the firm's Discretionary Managed Portfolio platform. He was also a member of the USA Advisory Council for Excellence Committee and the President's Club.
David graduated from State University of New York at Albany with a B.S. in Economics. He holds the FINRA General Securities Series 7 license, the Series 3 Commodities license, and Series 65 Investment Advisor Representatives license.
David and his wife, Felisse, live in Westchester County where they raised their two children, Ryan and Dylan. Thankfully, their dog Cooper still lives with them! In his free time, David enjoys playing tennis, mentoring in the Bigs and Littles of NYC program and traveling with his family.
Insights

How you may benefit from tax-loss harvesting
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January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
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What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If 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 Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
