David Andrew serves as an Executive Director at J.P. Morgan Private Bank in the Orange County office, where he leverages his extensive expertise in wealth management to provide tailored financial solutions for high-net-worth clients. As a sixth-generation Californian, David brings a deep understanding of the...
David Andrew serves as an Executive Director at J.P. Morgan Private Bank in the Orange County office, where he leverages his extensive expertise in wealth management to provide tailored financial solutions for high-net-worth clients. As a sixth-generation Californian, David brings a deep understanding of the local market dynamics and client needs, having joined the firm in 2013 from the Los Angeles office. His role encompasses a broad spectrum of personal wealth advisory services, focusing on protecting and investing clients’ liquidity, offering innovative lending solutions, and guiding pre-transaction strategies to optimize financial outcomes.
David's proficiency in investment management is underscored by his adeptness in asset allocation, equities, and fixed income strategies. He is well-versed in utilizing advanced financial tools, including Bloomberg analytics and discounted cash flow (DCF) models, to deliver comprehensive equity research and valuation insights. His leadership skills enable him to effectively manage client relationships, ensuring that each client receives personalized attention and strategic guidance tailored to their unique financial goals.
Key projects that David has spearheaded include the development of customized investment portfolios that align with clients' risk tolerances and long-term objectives. His commitment to excellence in service is reflected in his ability to navigate complex financial landscapes and provide clients with the confidence they need to make informed decisions. With a Series 63 license and a reputation for integrity and professionalism, David Andrew stands out as a trusted advisor in the competitive field of private banking, dedicated to enhancing the financial well-being of his clients.
