Awards and Industry Recognition

Forbes

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

Barron's

Top 100 Private Wealth Management Teams
2023
Top 250 Private Wealth Management Teams
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

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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