Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2022 • 2021 • 2020 • 2019
Top Next-Gen Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017

Financial Planning

Top 40 Under 40
2022 • 2021

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

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
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