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
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
How to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
What strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read Now
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
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Changing your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
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November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read Now
Caring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowChanging your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowHow to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowCaring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now