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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December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowYear-end recap: 5 forces beyond AI that moved markets
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