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David Cataldi

Executive Director, Business Development Head of Multi-Family Office and Intermediary, Switzerland

David Cataldi is Business Development Head of Multi-Family Office and Intermediary, Switzerland. Based in Geneva he is responsible for leading the growth strategy for the Multi-Family Office and Intermediary team in Switzerland.

David brings almost 20 years of experience in the industry, evolving from Client Advisor to General Manager. During the last decade he was with UBS Switzerland AG as Business Developer for the Swiss French speaking area. He started his career in the banking industry with KBL in Geneva and then moved to Lugano in 2004 managing EAMs relationships.

David was born in Geneva, both Italian and Swiss national and is CFA Chartered holder. David speaks English, French, Spanish, Portuguese and Italian.

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.