David Starker Advisor Headshot image

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
2026 • 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018
Top Wealth Management Teams Best-In-State
2026 • 2025

About David

David Starker is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.

As a J.P. Morgan Wealth Partner, David is a member of a group of advisors who are the most sophisticated and knowledgeable within J.P. Morgan Wealth Management, and hold track records of navigating the highly personal world of significant wealth.

David is 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 and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.

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 personality 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 in and foundational knowledge of 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 a 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

Step-up in cost basis: What this tax rule means for inherited assets when someone dies

September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Wealth Planning

Liquidity is a step Great Wealth Transfer plans can miss

September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
Cybersecurity

Family social media guidelines: Sharing vs. security

September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
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