David CatalfimoDavid CatalfimoManaging DirectorWealth Advisor
About David
David Catalfimo is a Wealth Advisor and Managing Director with J.P. Morgan Wealth Management.
With three decades of industry experience, David provides investment advice to high-net-worth individuals, family offices, corporations, foundations and middle-market institutions. He offers traditional brokerage and wealth management services, including stock and bond trading, portfolio management through outside advisors, alternative investments, hedge funds and securities-based lending.
In 1986, David joined the Boston office of J.P. Morgan's predecessor firm, Bear Stearns Private Client Services. In 2011, he assisted in the opening of the J.P. Morgan office in Santa Barbara. David benefits from J.P. Morgan's world-class resources, relying on the firm's broad-based thinking, opportunistic ideas, extensive research and experience to develop highly disciplined portfolio strategies.
David is originally from the Saratoga Springs area of upstate New York. He graduated from the Northfield Mount Hermon School and received a B.S. in Political Science from Skidmore College. David lives in Santa Barbara, California, with his wife, Nicole, and their two children. He serves as a Trustee on the Santa Barbara Club Preservation Foundation board. In his free time, David is an avid golfer, and loves skiing and traveling.
Insights
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October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
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