Daniel R. DriscollDaniel R. DriscollVice PresidentInvestment Associate
About Daniel
Daniel Driscoll is an Investment Associate with J.P. Morgan Wealth Management.
As a member of Fagan, Boshart & Trumbull Wealth Management, he supports the team in providing investment services and guidance to a variety of clients, including high-net-worth individuals and their families, corporate executives and small business owners. Dan is focused on helping to identify investment opportunities, develop asset allocation models, provide wealth planning and a superior client service experience.
Dan graduated from Bentley University with a B.S. in Finance and a minor in Computer Information Systems. He began his wealth management career at J.P. Morgan's headquarters in New York City where he was an investment specialist on the Financial Sponsors team, providing investment advice and trading expertise to founders and principals of private equity firms.
Dan lives in the Seaport area of Boston and in his free time enjoys traveling with family and friends, attending music festivals, and DJing house music. He is also an avid soccer player, having played his entire life as a goalkeeper.
Insights
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December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
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