Daniel GallagherDaniel Gallagher, CFA®Managing DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Daniel
Dan Gallagher is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
In 2023, Dan joined the firm with his colleagues after spending most of his 20-plus year career at BNY Mellon, where he was most recently a Senior Director of Wealth Management.
Each day, Dan shares his entrepreneurial spirit and decades of industry knowledge with clients—successful business owners, industry professionals and other corporate executives, and generations of families he's known for years.
On each client's behalf, he educates whenever possible on the markets, their asset allocation strategy, customized portfolio, cash flow projections, or an estate planning strategy that can preserve wealth for children and grandchildren. For Dan, the opportunity to help people and take pride in doing so has never wavered.
Dan followed in the "banking" footsteps of his father— but not at first. While in high school, Dan was intrigued with computer programming and majored in the subject. Later, with a desire to help families put their wealth to work, he earned a B.B.A. from Isenberg School of Management at the University of Massachusetts, Amherst. Dan also holds the Chartered Financial Analyst® (CFA®) designation and a place in his heart for serving his community as a youth sports coach.
He and his wife, Alexandra, make their home in Billerica, where life revolves around their sports-minded son and daughter.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
What risks? Earnings are up and to the right
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
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October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now