David GuthrieDavid GuthrieManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
About David
David Guthrie is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
He joined the firm in 2023 from First Republic, where he worked for two years. Previously, he spent 18 years at Citi Personal Wealth Management where he managed more than $1 billion of clients' assets.
Responsible for the group's overall portfolio management, David's focus includes fixed income, equities, exchange-traded funds, mutual funds, and options.
Given his background in private banking and wealth management, David is sensitive to the myriad challenges facing wealthy people and the opportunities available to them. Recognizing the value of a proactive approach and being a "sounding board" for clients, he encourages them to ask for his opinion on their ideas or any financial matter, no matter how small.
David's relationships span generations of clients' families and their full financial pictures. His familiarity with clients' attitudes toward wealth—and life, in general—allows him to be an effective resource, connecting clients with each other and his own network of specialists.
David earned a B.B.A. with a major in Finance from Hofstra University. A New Jersey native, he resides today in Larchmont, New York, with his wife and their two daughters. When time allows, David enjoys a good game of golf.
Insights
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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
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April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now