
Daniel McCarronDaniel McCarron, AIF®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Daniel
Dan McCarron is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
Drawing on nearly 30 years in the financial services industry, he serves the investment advisory needs of high- and ultra-high-net-worth individuals and their families to provide value across a comprehensive range of financial requirements.
Dan focuses on the personal asset management needs of general partners and senior level executives at private equity, venture capital, real estate and other alternative investment funds. In this hybrid institutional role, he takes a global approach and integrates all elements of a client's financial scenario into one cohesive picture. His exposure to capital markets enables him to address a wide range of short- and long-term strategies, which he imparts in an organized and quantitative manner.
Placing strong emphasis on education, he graduated cum laude from Suffolk University with a B.S. in Econometrics. In addition, Dan attended the London School of Economics and received an M.B.A from the Massachusetts Institute of Technology's Sloan School of Management. He received a post-graduate diploma in Advanced Risk and Investment Management through a joint program offered by the Yale School of Management and EDHEC–Risk Institute (Paris, France).
Dan began his career at a J.P. Morgan predecessor firm, focusing on private equity opportunities for ultra-high-net-worth clients. He moved to Morgan Stanley and co-founded the Botta McCarron Group, integrating the team's synergistic backgrounds. In 2017, he returned to J.P. Morgan for the chance to bring his clients a truly boutique experience backed by one of the most renowned and trusted names in financial services.
Involved in the industry, Dan is a past Associate Member of the European Venture Capital Association and a past International Member of the Canadian Venture Capital Association.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights

Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now