Daniel McCarronDaniel McCarronExecutive 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.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now