David TivinDavid TivinExecutive DirectorWealth Advisor
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About David
David Tivin is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
David is a Senior Partner in The Dolgoff Group. He and his team manage relationships for a range of clients, including wealthy individuals, executives, entrepreneurs, institutions and foundations. David believes the wide array of customized products and services that J.P. Morgan offers, coupled with strategic asset allocation, can help his clients meet their particular goals.
David has over 14 years of financial services industry experience. He began his career working with municipal employees, specializing in retirement planning. David has also worked with executives at publicly traded companies, helping them hedge and/or monetize their insider holdings. That experience has proved valuable in enabling him to translate a macro view of the markets to his current clients' situations, supplemented by his personal values of accountability, communication and responsiveness. He is especially sensitive to concerns about achieving income in today's low interest rate environment, and carefully listens to comments about risk so that he can offer proper guidance regarding levels of credit quality.
Prior to joining a J.P. Morgan predecessor firm in 2008, David began his career at AXA Advisors, where he assisted municipal employees and teachers with retirement planning from 2007 to 2008.
David graduated from Hobart and William Smith College with dual degrees in Public Policy and Political Science. He lives in Wellington, FL, and enjoys golf, his dogs, and helping his wife with the horses.
Insights
Family wealth services: Building in a more holistic approach to wealth management
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now