Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023
America's Top Wealth Management Teams
2025 • 2024

Barron's

Top 100 Private Wealth Management Teams
2023
Top 250 Private Wealth Management Teams
2025 • 2024

About David

David Guthrie is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

He joined the firm in 2023 from First Republic, where he worked for two years. Previously, he spent 18 years at Citi Personal Wealth Management where he managed more than $1 billion of clients' assets.

Responsible for the group's overall portfolio management, David's focus includes fixed income, equities, exchange-traded funds, mutual funds, and options.

Given his background in private banking and wealth management, David is sensitive to the myriad challenges facing wealthy people and the opportunities available to them. Recognizing the value of a proactive approach and being a "sounding board" for clients, he encourages them to ask for his opinion on their ideas or any financial matter, no matter how small.

David's relationships span generations of clients' families and their full financial pictures. His familiarity with clients' attitudes toward wealth—and life, in general—allows him to be an effective resource, connecting clients with each other and his own network of specialists.

David earned a B.B.A. with a major in Finance from Hofstra University. A New Jersey native, he resides today in Larchmont, New York, with his wife and their two daughters. When time allows, David enjoys a good game of golf.

Insights

Markets and Economy

December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy

December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Wealth Planning

Planning for separation or divorce

December 11, 2025Make sure to plan for all potential outcomes.Read Now
Family Legacy

Your values and hopes: What your loved ones really need to know

December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
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