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
5 year-end tax planning actions to take before 2026
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Wealth Planning
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Wealth Planning
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Markets and Economy
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Investing
The impact of holding a concentrated stock position
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Retirement
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Retirement
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Investing
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November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
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November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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