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

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.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.