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

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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