Daniel R. DriscollDaniel R. Driscoll
Vice President
Investment Associate

"I am focused on helping to identify investment opportunities, developing financial plans and asset allocation models, and providing a superior client service experience for our clients."

About Daniel

Daniel Driscoll is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.

As a Relationship Manager and the Director of Investments for 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 managing client relationships while helping to identify investment opportunities, develop asset allocation models, executing portfolio rebalances, and providing 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 within the Financial Sponsors Group, where he provided 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 electronic music events, and going to car races with his dad and brother. He is also an avid house music DJ, frequently playing across venues in Boston and New York.

Insights

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