"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

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?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.