"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

Investing

5 things moving markets—besides the Fed

February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Investing

Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.

February 21, 2022Read Now
Investing

How are markets adjusting to the ongoing crisis in Ukraine? 

March 3, 2022Three things are starting to become clear as the invasion continues.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.
(805) 892-4512david.catalfimo@jpmorgan.com