David Li is an Executive Director, Financial Advisor and Portfolio Manager with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He is the chief investment strategist for The Tiano Group.
David is team lead in establishing The Tiano Group’s view on the economy, making strategic and tactical recommendations on asset allocations and helping clients understand how economic, legislative and political landscapes can impact their portfolios.
As a Portfolio Manager, David has the ability to act as a fiduciary, taking discretion over client assets to help ensure they remain on track within their financial plan. He is among a select group of advisors in the firm who have undergone a comprehensive screening and due diligence process to be allowed to manage discretionary client assets.*
David has spent his entire career with J.P. Morgan, initially joining as an Analyst in 2005, and subsequently serving as an Associate Equity Strategist and a member of the firm’s investment strategy team, where he was responsible for analyzing global markets with a concentration in U.S. equities. In this capacity, David collaborated with the Chief Investment Officer and other senior strategists in the development of the firm’s investment outlook.
Prior to joining The Tiano Group in 2011, David was named one of the youngest Portfolio Managers in the firm’s history, working on the J.P. Morgan Focused Equity Fund, a concentrated investment strategy managed exclusively for J.P. Morgan Private Bank clients, from 2007-2009. He then contributed to the security selection and development of the J.P. Morgan Wealth Management global equity lists, totaling $4.6 billion in client investments, from 2009-2010.
David is a graduate of Boston College’s Carroll School of Management with a concentration in Finance. He is fluent in Chinese (Mandarin).
Registered States: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
*Member of the J.P. Morgan Securities Portfolio Manager Program.