"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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.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.