David Kritzer

Background

About David Kritzer

I am one of the founding members of the Kritzer-Castellaw Group. There I draw on 30 years of investment experience to provide holistic advisory guidance that addresses the personal financial complexities of business owners, corporate executives, and ultra-high-net-worth families. My background and education in consulting, accounting, and finance help organize the various elements of each client's financial scenario into one integrated approach. I am well-versed in issues surrounding liquidity strategies, estate and tax planning, cash flow construction, and the management of concentrated equity positions. I’m also a problem-solver by nature, translating sophisticated market data into meaningful information that helps my clients understand the decision-making process. I am committed to providing a clear roadmap for every high-net-worth family to follow. I have been offering wealth management strategies since 1993, first as an Advisor at PaineWebber and then as Managing Director at Deutsche Bank Alex Brown. Most recently, I served as a Senior Vice President at UBS Private Wealth Management. Then I joined J.P. Morgan in 2019 and am pleased to deliver the power and greatness of the firm, coupled with the strong financial capabilities of my team. Before I began a career in wealth management, I was employed with Delaware North Companies, AT & T, and Bell Laboratories, where I held a variety of positions, including Internal Auditor, Financial Analyst, and Project Manager. I graduated from Canisius College in Buffalo, New York with a B.S. in Accounting. Additionally, I earned an M.S. in Finance from Fairleigh Dickinson University in New Jersey. My wife, Kimberly, and I live in Atlanta with our three children. I am very active in youth athletics and coach my children's basketball, football, and lacrosse teams. When I’m not spending time with my family, I enjoy playing golf.