Profil
Mr. David J.
Starker is a Managing Director & Wealth Partner at JPMorgan Securities LLC.
He is also a member of the J.P.
Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios.
Portfolio Managers are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
He customizes strategies to suit the needs, risk profile and personalities of ultra-high-net-worth clients whose primary focus at this stage in their lives is to grow and preserve their wealth.
He began his career in the Private Wealth Management Group at Drexel Burnham Lambert in 1986, he was one of the youngest members of DBL's President's Council, and achieved the Quantum Portfolio Manager designation.
His time at Drexel Burnham was integral to his interest and expertise in all areas of fixed income.
Later in his career, he joined Lehman Brothers as a Senior Vice President and Portfolio Manager.
As a Director at Credit Suisse (2006-2014), he was a member of an elite group with an approved strategy on the firm's Discretionary Managed Portfolio platform.
He was also a member of the USA Advisory Council for Excellence Committee and the President's Club.
He graduated from State University of New York at Albany with a B.S.
in Economics.
He holds the FINRA General Securities Series 7 license, the Series 3 Commodities license, and Series 65 Investment Advisor Representatives license.
Postes actifs de David John Starker
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Securities LLC (Investment Management)
JPMorgan Securities LLC (Investment Management) Investment ManagersFinance JPMS-IM’s affiliate – JPMorgan Investment Management Inc. – is responsible for establishing the asset allocations for Portfolios in accordance with the parameters provided by JPMS. JPMIM is also responsible for the asset allocation of the Glide Path Portfolios, taking the overall risk and return characteristics of Portfolios into consideration in determining the annual asset allocation targets for the comparable Glide Path Portfolios. JPMIM selects the ETFs to implement the asset allocation for the model portfolios. The selection of ETFs is developed and maintained in accordance with a systematic, rule-based process. | Gestionnaire de Portefeuille-Actions | 01/05/2014 |
Formation de David John Starker
Expériences
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
State University of New York at Albany
State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Securities LLC (Investment Management)
JPMorgan Securities LLC (Investment Management) Investment ManagersFinance JPMS-IM’s affiliate – JPMorgan Investment Management Inc. – is responsible for establishing the asset allocations for Portfolios in accordance with the parameters provided by JPMS. JPMIM is also responsible for the asset allocation of the Glide Path Portfolios, taking the overall risk and return characteristics of Portfolios into consideration in determining the annual asset allocation targets for the comparable Glide Path Portfolios. JPMIM selects the ETFs to implement the asset allocation for the model portfolios. The selection of ETFs is developed and maintained in accordance with a systematic, rule-based process. | Finance |
















