David LiDavid Li
Managing Director
Wealth Partner

"I apply a holistic approach to advise clients on both sides of their balance sheets and am directly responsible for managing their investments."

Awards and Industry Recognition

Financial Planning

Top 40 Under 40
2023 • 2022 • 2021

Forbes

Top Wealth Advisors Best-In-State
2023

About David

David Li is a Managing Director, Portfolio Manager, and Wealth Partner with J.P. Morgan Wealth Management.

A member of the firm for over a decade, David provides financial guidance to a select number of families, entrepreneurs and corporate executives, delivering comprehensive and personalized wealth management strategies.

David applies a holistic approach to advise clients on both sides of their balance sheets and is directly responsible for managing their investments. He draws on the sophisticated research and global resources of J.P. Morgan to help his clients pursue their financial objectives.

Beginning his career at J.P. Morgan's New York headquarters as an Investment Analyst, David subsequently held several positions with the firm. He served as an Associate Equity Strategist and was a member of its Investment Strategy Team, analyzing global markets with a concentration in U.S. equities. In this capacity, he collaborated with the Chief Investment Officer and senior strategists in the development of the firm's investment outlook.

From 2007 to 2009, David was a Portfolio Manager for the J.P. Morgan Focused Equity Fund, a concentrated investment strategy managed exclusively for J.P. Morgan Private Bank clients. Additionally, from 2009 to 2010, he contributed to the security selection and development of the J.P. Morgan Wealth Management global equity lists, totaling $4.6 billion in client investments.

David is a graduate of Boston College's Carroll School of Management, where he earned a B.S. in Business Management with a concentration in Finance. He is fluent in Chinese (Mandarin).

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
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Providing for your loved ones during your lifetime

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Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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