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

Outlook

One year later: Bank failures and lessons learned

March 15, 2024This week last year, a bout of stress in regional banks shook confidence across the globe. Here’s what we learned and what to expect.Read Now
Banking

The 20th century expansion of women in banking

March 14, 2024Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Outlook

February 2024 CPI report: Inflation ticks up slightly, but continues to trend in the right direction

March 13, 2024The February CPI report was an unwelcome surprise to the upside, keeping the Fed data dependent.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.