David Leger
Executive Director | Banker | J.P. Morgan Private Bank at J.P. Morgan Private Bank | Greater Boston
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As an Executive Director and Private Banker at J.P. Morgan Private Bank, David Leger leverages his extensive expertise to guide high-net-worth individuals, particularly entrepreneurs and executives, through the intricate landscape of wealth management. With a focus on those who have achieved significant financial success—whether through entrepreneurial ventures or lucrative exits from privately held companies—David addresses the unique complexities that come with substantial capital accumulation. His role involves not only advising clients on investment strategies and portfolio management but also providing tailored solutions in estate planning and wealth transfer strategies.
David is deeply committed to fostering long-term relationships with his clients, understanding that trust and communication are paramount in the wealth management industry. He employs a holistic approach to business strategy, ensuring that each client’s financial plan aligns with their personal goals and values. His proficiency in retirement planning and business succession strategies allows him to craft comprehensive wealth management strategies that are both proactive and responsive to changing market conditions.
Currently, David is spearheading several key projects aimed at enhancing client engagement and optimizing investment performance. By integrating advanced financial technologies and data analytics into his practice, he is able to provide clients with real-time insights and personalized recommendations. His leadership in these initiatives not only strengthens J.P. Morgan Private Bank's reputation as a leader in wealth management but also positions his clients for sustained financial success in an ever-evolving economic landscape. Through his dedication and expertise, David Leger exemplifies the high standards of service and strategic thinking that define J.P. Morgan Private Bank.
Retired at Retired in January 2025 to Present
Executive Director | Banker | J.P. Morgan Private Bank at J.P. Morgan Private Bank in January 2022 to February 2025
Wealth Advisor-Senior Vice President at Wells Fargo Private Bank in December 2019 to January 2022
Managing Partner at New England Exit Planning Advisors in October 2017 to December 2019
Senior Wealth Director / Exit Strategist at BNY Mellon Wealth Management in June 2010 to October 2017
Private Client Adviser, Senior Business Development Officer at U.S. Trust in June 2004 to June 2010
Wealth Transfer Strategist at Northwestern Mutual in February 1994 to June 2004
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Banking
Key Client Relationships
Financial Planning
Client Relations
Investment Management
Business Development
Retirement
Relationship Building
Business Strategy
Investment Strategies
Estate Planning
Leadership
Portfolio Management
Wealth Management Strategies
Investment Planning Strategies
Business Succession Planning Strategies
Wealth Transfer Strategies
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Discover more about J.P. Morgan Private BankWhat is David Leger email address?
Email David Leger at [email protected]. This email is the most updated David Leger email found in 2026.
What is David Leger phone number?
David Leger phone number is +14137324374.
How to contact David Leger?
To contact David Leger send an email to [email protected]. If you want to call David Leger try calling on +14137324374.
What company does David Leger work for?
David Leger works for J.P. Morgan Private Bank
What is David Leger's role at J.P. Morgan Private Bank?
David Leger is Executive Director | Banker | J.P. Morgan Private Bank
What industry does David Leger work in?
David Leger works in the Financial Services industry.
David Leger Email Addresses
David Leger Phone Numbers
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