"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

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Outlook

Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?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.