David Lambert

David Lambert is a Managing Director and Client Specialist at J.P. Morgan Wealth Management, based in Boston, Massachusetts.12 He is responsible for delivering comprehensive wealth management services to high-net-worth clients, combining a personalized boutique experience with J.P. Morgan's extensive resources.1

Professional Background

David has decades of experience in the financial services industry. Prior to joining J.P. Morgan, he held several notable positions:

• Wealth Advisor at First Republic
• Director of U.S. Distribution for BDC Financial Group, where he customized private equity and hedge fund-of-funds for various types of investors
• Roles serving high-net-worth clients at Alliance Capital, Comerica Bank, and Santander Wealth Management1

Education and Qualifications

• Bachelor of Science in Economics and Political Science from Fitchburg State College
• Completed the Executive Education Program at The University of Pennsylvania's Wharton School12

Expertise and Responsibilities

As a Client Specialist, David:

• Identifies clients' needs and connects them with appropriate specialists
• Provides guidance on various aspects of wealth management, including trust and estate planning, insurance services, banking, and investing
• Leverages his extensive knowledge of J.P. Morgan's resources to offer comprehensive solutions to clients1

Community Involvement

David is actively involved in Boston's professional community as a member of the Estate Planning Council. He is also passionate about helping disadvantaged youth and individuals with developmental and special needs, dedicating significant time to working with them both individually and in group settings.1