David CatalfimoDavid Catalfimo
Managing Director
Wealth Advisor

"With three decades of industry experience, I provide investment advice to high-net-worth individuals, family offices, corporations, foundations and middle-market institutions."

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, David 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. He lives in Santa Barbara, California, with his wife, Nicole, and their two children. David 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

Wealth Planning

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(805) 892-4512david.catalfimo@jpmorgan.com