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David KaplanDavid KaplanExecutive DirectorWealth Partner
About David
David Kaplan is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founder of the LK Group, David has advised ultra-wealthy families, individuals and institutions for more than 30 years.
David builds customized investment strategies to help his clients achieve their financial and operational goals. His technical expertise embraces analyzing traditional and alternative asset classes, constructing tailored investment portfolios and creating wealth plans that include tax mitigation. He focuses on each individual's wants and desires and marshals the resources within J.P. Morgan to find the best way to accomplish them.
Before joining J.P. Morgan, David was an Executive Vice President at Merrill Lynch and held a senior position at UBS. He graduated from St. John's University with a degree in Business.
David and his wife divide their time between Scarsdale, New York, and Boca Raton, Florida, and have raised two adult daughters. In his free time, he enjoys traveling and playing golf with his family.
Insights
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Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now![](http://dynl.mktgcdn.com/p/grdXSiflIh2T9_Cyxr7mejLFWOObZfnb6mcl5WK3h5g/1440x810.jpg)
Testing the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now![](http://dynl.mktgcdn.com/p/4MpBn-EOQn9SxtWJU3teDiqefg1-CXkJENuI9R7KSK8/1440x810.jpg)
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now![](http://dynl.mktgcdn.com/p/4fEpSHnP9saGwi6TOVtiMjTRAgazq6gGRjEYvX5Sg9g/1440x810.jpg)
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now![](http://dynl.mktgcdn.com/p/lsDO_wzFla1iZUo9L4ZHmwIUzAiQt3aWhI7c8XqUtUM/1440x810.jpg)
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/IwlFXqdeaIHINfnmQTu4JeiM3V-0PWUChU-FmsX7yj4/1440x810.jpg)
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now![](http://dynl.mktgcdn.com/p/KeIATi9aePoYs9rKCBi1CSFlhkhnAMlwh2G6vJRDbmE/1440x810.jpg)
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now![](http://dynl.mktgcdn.com/p/soM1k0hqG85McJHM7AYTVHt3Rq0qkRgJiER7rwR2-Q4/600x399.jpg)
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now![](http://dynl.mktgcdn.com/p/OaV7V9scc_qxfGNnlHbZ34GEcAUEcmX2Bsub6E74Qo8/1440x810.jpg)
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now![](http://dynl.mktgcdn.com/p/9smeD4YEhndih7tA182CwM8L4vb56atHZs5RbLbOi9U/1440x810.jpg)
Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now![](http://dynl.mktgcdn.com/p/grdXSiflIh2T9_Cyxr7mejLFWOObZfnb6mcl5WK3h5g/1440x810.jpg)
Testing the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now![](http://dynl.mktgcdn.com/p/4MpBn-EOQn9SxtWJU3teDiqefg1-CXkJENuI9R7KSK8/1440x810.jpg)
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now![](http://dynl.mktgcdn.com/p/4fEpSHnP9saGwi6TOVtiMjTRAgazq6gGRjEYvX5Sg9g/1440x810.jpg)
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now![](http://dynl.mktgcdn.com/p/lsDO_wzFla1iZUo9L4ZHmwIUzAiQt3aWhI7c8XqUtUM/1440x810.jpg)
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/IwlFXqdeaIHINfnmQTu4JeiM3V-0PWUChU-FmsX7yj4/1440x810.jpg)
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now![](http://dynl.mktgcdn.com/p/KeIATi9aePoYs9rKCBi1CSFlhkhnAMlwh2G6vJRDbmE/1440x810.jpg)
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now![](http://dynl.mktgcdn.com/p/soM1k0hqG85McJHM7AYTVHt3Rq0qkRgJiER7rwR2-Q4/600x399.jpg)
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now![](http://dynl.mktgcdn.com/p/OaV7V9scc_qxfGNnlHbZ34GEcAUEcmX2Bsub6E74Qo8/1440x810.jpg)
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)