Executive Director Market Team Lead
David Allen is an Executive Director and Market Team Lead in the Cleveland office of J.P. Morgan Private Bank, covering Northern Ohio. Dave manages a group of professional advisors and specialists dedicated to designing integrated strategies that help families plan, invest, bank and borrow. A native of Cleveland, he delivers a local presence, extensive industry experience and the global capabilities of J.P. Morgan.
Dave is particularly focused on working with executives, entrepreneurs and business owners to help unlock the value of their concentrated wealth. As a former Chief Operating Officer, he is attuned to the diversity of their needs and takes a personalized approach to address their complex ecosystem. Dave is a dynamic leader who builds an environment of excellence for team members and clients alike. He is known for his ability to solve problems, remove obstacles and turn challenges into successes.
Over the course of his 20+ year career, Dave has built a well-diversified and successful background in financial services. Before joining J.P. Morgan, he was the Chief Operating Officer with Equity Trust Company, and spent the majority of his career in senior roles with Goldman Sachs Asset Management.
Dave has a B.S. from Miami University and an M.B.A. from the Kellogg School of Management at Northwestern University, specializing in Finance, Strategy & Marketing. He holds FINRA Series 7, 9, 10 and 63 securities licenses.
Dave and his wife are pleased to be raising their son and daughter in his hometown among extended family. He contributes to the development of his community as a City Plan Commissioner, and enjoys traveling as an experienced mountaineer who has ascended four summits of 18,400 feet or higher, including three of the “Seven Summits.”
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投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。