Daniel C. CoteDaniel C. Cote, CFP®Executive DirectorWealth Advisor
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About Daniel
Dan Cote is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
Dan is a Senior Partner in The Dolgoff Group. He and his team manage relationships for a range of corporate executives and institutions, offering services including equity strategies, manager selection and due diligence. Dan tailors these services to meet the strategic requirements, risk tolerance and cash flow objectives of his clients, and articulates J.P. Morgan's investment thesis in response to market conditions.
Dan has almost 20 years of experience in the financial services industry. He began his career as a Sales Associate at Citibank in 2003 and moved to a J.P. Morgan predecessor firm in 2005. Dan credits J.P. Morgan's service-driven business model, coupled with the company's reputation for working with early-stage entrepreneurs, as primary ingredients in the success of his team.
His interest in financial services began when he worked as an intern in college for a major brokerage firm. Dan observed how Financial Advisors provided research and analysis to busy clients, and he recognized the importance of having an opinion and philosophy to keep the client focused on the long-term investment strategy. This experience propelled him to obtain the CFP® designation in 2019.
Dan graduated from the University of Massachusetts at Dartmouth with a B.S. in Finance. He and his wife, Julie, live in Andover, Massachusetts, with their three sons, Benjamin, Owen and Charlie. He enjoys playing golf, soccer and basketball. He also is heavily involved in Andover's Youth Soccer Association.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Family wealth services: Building in a more holistic approach to wealth management
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now