David Broadwell
Vice President, J.P. Morgan Private Bank
- Role
- Investment Specialist at J.P. Morgan Asset Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David Broadwell
Currently, I have 12 years of experience providing multidimensional investment planning for high net-worth clientele. I engage my clients in decisions regarding asset allocation of their investments, retirement planning, debt management and cash flow needs, education planning, legacy planning, insurance needs, and tax efficient strategies. Prior to my current profession, I worked for two years as an portfolio manager associate of trust accounts.*This information is intended for use only by residents of Texas only.**Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm
Experience
Investment Specialist
Apr 2015 — Present
Education
The College of Saint Rose
MBA, Business Administration
2009 — 2011
The College of Saint Rose
Bachelors of Science, Business Administration
2005 — 2009
Skills
- Fixed Income
- Cash Flow
- Wealth
- Financial Risk
- Life Insurance
- Finance
- Investments
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Wealth Management
- Wealth Transfer Strategies
- Financial Analysis
- Insurance
- Strategic Financial Planning
- Equities
- Portfolio Management
- Retirement Planning
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