
David LiDavid LiManaging DirectorWealth Partner
Awards and Industry Recognition


Financial Planning
Forbes
Forbes
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

How to better position portfolios before the hard data changes
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How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
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 Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The 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
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
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