David KaplanDavid KaplanExecutive DirectorWealth Partner
"I leverage a consistent approach, refined over many years, to develop financial plans and asset allocations that help balance risk and exposure."
LinkedInAbout David
David Kaplan is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founder of the LK Group, David has advised ultra-wealthy families, individuals and institutions for more than 30 years.
David builds customized investment strategies to help his clients achieve their financial and operational goals. His technical expertise embraces analyzing traditional and alternative asset classes, constructing tailored investment portfolios and creating wealth plans that include tax mitigation. He focuses on each individual's wants and desires and marshals the resources within J.P. Morgan to find the best way to accomplish them.
Before joining J.P. Morgan, David was an Executive Vice President at Merrill Lynch and held a senior position at UBS. He graduated from St. John's University with a degree in Business.
David and his wife divide their time between Scarsdale, New York, and Boca Raton, Florida, and have raised two adult daughters. In his free time, he enjoys traveling and playing golf with his family.
Insights
Markets and Economy
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth Planning
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March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Real Estate
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Investing
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Markets and Economy
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
Wealth Planning
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Wealth Planning
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March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
Wealth Planning
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
Markets and Economy
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowMarkets and Economy
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth Planning
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowReal Estate
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowInvesting
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowMarkets and Economy
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWealth Planning
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWealth Planning
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWealth Planning
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowMarkets and Economy
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
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