"We consider your entire picture—analyzing income and spending patterns, and balancing risk and volatility constraints to design a path to achieve your goals."
David Catalfimo

David Catalfimo

"We consider your entire picture—analyzing income and spending patterns, and balancing risk and volatility constraints to design a path to achieve your goals."
About David Catalfimo

Wealth Management Services

Planning and portfolio management
Our consultative process begins with a full review of your current assets.
We consider your entire picture—analyzing income and spending patterns, and balancing risk and volatility constraints to design a path to achieve your goals. We work to:

  • Identify financial objectives
  • Determine risk tolerance
  • Develop a time horizon
  • Create an asset allocation
  • Analyze cash flow

Enhanced performance/execution
For clients looking to maximize performance, we:

  • Leverage J.P. Morgan's leadership position in equities and fixed income
  • Provide access to J.P. Morgan's proprietary research
  • Create portfolios that typically comprise a combination of:Individual stocks
    Individual bonds
    ETFs and funds
    Hedge funds
    Private equity
    Structured products

A disciplined process
We employ a combination of wealth management tools and investment models to create portfolios that:

  • Employ an asset allocation model to meet cash management and long-term growth requirements
  • Comprise appropriate investments and services from the firm's vast array of vehicles

Industry experience
David has 30 years of financial services experience addressing and serving the needs of individuals, corporations and foundations. He has the background and expertise to provide you with the highest level of service for all of your investment management needs.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.