"We consider your entire picture—analyzing income and spending patterns, and balancing risk and volatility constraints to design a path to achieve your goals."
David Catalfimo
David Catalfimo
"We consider your entire picture—analyzing income and spending patterns, and balancing risk and volatility constraints to design a path to achieve your goals."
About David Catalfimo
Wealth Management Services
Planning and portfolio management
Our consultative process begins with a full review of your current assets.
We consider your entire picture—analyzing income and spending patterns, and balancing risk and volatility constraints to design a path to achieve your goals. We work to:
- Identify financial objectives
- Determine risk tolerance
- Develop a time horizon
- Create an asset allocation
- Analyze cash flow
Enhanced performance/execution
For clients looking to maximize performance, we:
- Leverage J.P. Morgan's leadership position in equities and fixed income
- Provide access to J.P. Morgan's proprietary research
- Create portfolios that typically comprise a combination of:Individual stocks
Individual bonds
ETFs and funds
Hedge funds
Private equity
Structured products
A disciplined process
We employ a combination of wealth management tools and investment models to create portfolios that:
- Employ an asset allocation model to meet cash management and long-term growth requirements
- Comprise appropriate investments and services from the firm's vast array of vehicles
Industry experience
David has 30 years of financial services experience addressing and serving the needs of individuals, corporations and foundations. He has the background and expertise to provide you with the highest level of service for all of your investment management needs.
Meet Our Team
Specialist Resources
Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Insights
Retirement
3 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 Now
Wealth Planning
Four 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 Now
Outlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Outlook
Does 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
Outlook
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
Wealth Planning
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Outlook
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
Wealth Planning
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Outlook
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read NowRetirement
3 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 NowWealth Planning
Four 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 NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowOutlook
Does 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 NowOutlook
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWealth Planning
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowOutlook
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowWealth Planning
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowOutlook
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.