David Li is a Managing Director, Portfolio Manager, and Wealth Partner with J.P. Morgan Wealth Management. A member of the firm for 17 years, he and his team provide financial guidance to a select number of founders, corporate executives, entrepreneurs, families, and foundations, delivering comprehensive and personalized wealth management strategies.
David applies a holistic approach to advise clients on both sides of their balance sheet 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 their 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.
For the past five years, Forbes has recognized David as America's Top Next-Gen Wealth Advisor (2017- 2021), and the Best-In-State Wealth Advisor for the past three years (2019-2021). Financial Planning annually recognizes and celebrates the accomplishments of an elite group advisors in the industry: The Top 40 Under 40. In 2021 and 2022, David was included in the their list.
David is a graduate of Boston College's Carroll School of Management where he earned a B.S. degree in Business Management with a concentration in Finance. He is fluent in speaking Chinese (Mandarin).