David KaplanDavid Kaplan
Executive Director
Wealth Partner

"I leverage a consistent approach, refined over many years, to develop financial plans and asset allocations that help balance risk and exposure."

About 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

Outlook

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