David KaplanDavid KaplanExecutive DirectorWealth Partner
LinkedInAbout David
David Kaplan is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. As a founder of The LK Group, he leverages his background in capital markets to provide investment advisory guidance for a broad array of successful clients, including corporate executives, partners of hedge funds and private equity firms, real estate professionals, high-net-worth individuals and family offices.
David provides an institutional-level of care that is not commonly found among retail organizations. He leverages a consistent approach, refined over many years, to develop financial plans and asset allocations that help balance risk and exposure. David is extremely thoughtful regarding strategic decisions and conducts technical analysis before arriving at a recommendation. He strives for consistency and sustainability for the long term to generate confidence in staying the course.
As a member of J.P. Morgan's Portfolio Manager Program, David is one of a small group of advisors who manage discretionary client portfolios, and are subject to regular quantitative and qualitative reviews. Through the use of charting and other quantitative tools, he has designed five dedicated portfolios, which he manages in-house.
Taking a circuitous route to the financial industry, David began his professional life as a 13-year-old entrepreneur in the family business, honing his leadership skills along the way. In 1991, he joined Smith Barney, and has been providing investment advisory guidance for more than 25 years. David has held similar roles at Gruntal & Co., UBS/Paine Webber and Merrill Lynch. In 2018, he and the team joined J.P. Morgan to provide clients with the open architecture platform and investment solutions of one of the most renowned financial organizations in the world.
David grew up in Queens and was raised by a single mother who labored her entire life to take care of her family. He worked his way through St. John's University and holds a degree in Business. He credits his mom with instilling strong values, and is humbled by her sacrifices that made everything possible.
Always striving to be the best, David is a scratch golfer and reigns as a three-time club champion. He and his wife live in Scarsdale with their two daughters, and they like to travel the world as a family to appreciate far-off cultures and environments.
Insights
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
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