David KennyDavid KennyVice PresidentInvestment Associate
About David
David Kenny is an Investment Associate at J.P. Morgan Wealth Management.
In 2016, David launched his career with the team at Merrill Lynch. Seven years later, he moved with his colleagues to First Republic and then to J.P. Morgan.
Hands-on with clients and ears open to the markets, David wears many hats—developing investment strategies, running portfolios and client reviews, being a reliable point person for clients, and even providing educational seminars to the "next generation" of their families.
David holds a B.A. in Finance from The Herbert School of Business at the University of Miami. A New Jersey native, he now resides in Manhattan with his better half and Bernedoodle puppy. A longtime fan of the Rangers and Yankees, he is also an avid Yogi.
Insights
Wealth Planning
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Business Planning
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Wealth Planning
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Outlook
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Wealth Planning
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Wealth Planning
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Wealth Planning
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September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowWealth Planning
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September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness Planning
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September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowWealth Planning
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September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
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September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowMarkets and Economy
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September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowOutlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowWealth Planning
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September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
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September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
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