
Daniel McCarronDaniel McCarronExecutive Director
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-networth 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. In 2019, Dan was recognized as a Forbes Best-In-State Wealth Advisor. 1
Insights

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now