David J. StarkerDavid J. Starker
Managing Director
Wealth Partner

"I customize strategies to suit the needs, risk profiles and personalities of ultra-high-net-worth clients whose primary focus at this stage in their lives is to grow and preserve their wealth."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020 • 2019

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

Wealth Planning

What will you do if you suddenly become rich?

November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Wealth Planning

A loving gift: The ethical will

November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Outlook

Outlook 2025: Building on Strength | Key Takeaways

November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.