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, 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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see 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.