About Daniel

Dan O'Neill is an Investment Associate at J.P. Morgan Wealth Management.

Dan joined the firm in 2023 from First Republic, where he worked alongside Jeff Titus for five years as a Registered Client Service Associate and later, as a Client Relationship Analyst. In 2015, Dan began his career as an Associate at Centinel Financial Group, where he spent three years.

Recognizing the professional and personal demands placed on the group's clients, Dan finds that "simple and sweet" explanations about portfolio strategies and other topics are most welcomed. He relishes the opportunity to work strategically on behalf of clients in a family office-style environment, where he can provide value that extends beyond investments to wealth planning, legacy planning, banking and lending.

Dan holds a B.S.B.A. in Finance and Economics from Stonehill College and has a place in his heart for running, with six major marathons under his belt. He also enjoys cycling, skiing and traveling. Dan has long supported JDRF (Juvenile Diabetes Research Foundation) and Joslin Diabetes, for which he has been raising funds in various capacities since he was a child.

Originally from Wellesley, Massachusetts, Dan now resides in the North End of Boston.

Insights

Wealth Planning

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