David Leger

Background

About David Leger

As an Executive Director and Private Banker at J.P. Morgan Private Bank, my primary focus is on advising entrepreneurs, executives and other professionals who have accumulated capital over the course of their successful careers or through the financial exits of their privately held companies. I address the complexities of wealth management, sophisticated planning strategies and multi-generational transfer. I grew up in a family business, and I understand the emotional and financial dynamics that stakeholders must consider. My approach is to listen carefully to the details of what’s important to each individual and explore these factors. For business owners transitioning out of their enterprises, I guide them throughout the transaction to ensure they are personally and financially prepared for life after the liquidity event. I educate clients about the full breadth of needs across the financial spectrum—banking, lending, investing and more. My clients benefit from my seasoned background and opportunistic approaches.