"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 and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Markets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Markets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
Retirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
Markets and Economy
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
Business Planning
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
Markets and Economy
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Markets and Economy
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
Markets and Economy
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowMarkets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowMarkets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowRetirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowMarkets and Economy
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read NowBusiness Planning
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowMarkets and Economy
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowMarkets and Economy
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowMarkets and Economy
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.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.