David Guthrie

David Guthrie Email and Phone Number

Managing Director and Wealth Partner at J.P. Morgan Wealth Management @ J.P. Morgan
David Guthrie's Location
New York, New York, United States, United States
David Guthrie's Contact Details
About David Guthrie

David Guthrie is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management at J.P. Morgan.

David Guthrie's Current Company Details
J.P. Morgan

J.P. Morgan

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Managing Director and Wealth Partner at J.P. Morgan Wealth Management
David Guthrie Work Experience Details
  • J.P. Morgan
    Managing Director And Wealth Partner
    J.P. Morgan Jul 2023 - Present
    New York, Ny, Us
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved
  • First Republic Bank
    Managing Director, Wealth Manager
    First Republic Bank Mar 2021 - Jul 2023
    San Francisco, Ca, Us
    Before joining First Republic in 2021, Mr. Guthrie spent more than 18 years at Citi Personal Wealth Management. Most recently he was a Director and Senior Wealth Advisor, where he was responsible for managing over 4 billion dollars in assets under management. Mr. Guthrie’s areas of expertise include fixed income, exchange-traded funds, cash management solutions, options, individual equities and is dedicated to serving the needs of clients through providing holistic wealth management solutions.
  • Citi
    Director - Wealth Advisor
    Citi Aug 2002 - Mar 2021
    New York, New York, Us
    David Guthrie has been in Wealth Management and Banking for 18 years with Citigroup. He has been recognized as one of the top 25 bank investment consultants in the country. His team’s high touch service model and dedication to its investment process is what separates it from the competition.In 2009, David was named to the prestigious Blue Chip Council, a recognition awarded to Financial Advisors who demonstrate the highest professional standards in addition to excellence in client service. He is currently a member of the Madison Group which is a private Wealth Management team that works with high net worth clients, corporations and institutional clients.David is a graduate of Hofstra University with a Bachelors Degree in Business Administration majoring in Finance. He sits on the Investment Committee of the Madison Group where he benefits from personally meeting with leading economists and portfolio managers across the financial services industry. David’s areas of experience include individual equities, fixed income, exchange traded funds, equity and fixed income syndicate (new issues/offerings), mutual funds and options. His main objective is to meet and secure the financial goals of the investor.

David Guthrie Education Details

  • Hofstra University
    Hofstra University
    General

Frequently Asked Questions about David Guthrie

What company does David Guthrie work for?

David Guthrie works for J.p. Morgan

What is David Guthrie's role at the current company?

David Guthrie's current role is Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

What is David Guthrie's email address?

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What is David Guthrie's direct phone number?

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What schools did David Guthrie attend?

David Guthrie attended Hofstra University.

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