Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

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

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