Daniel HalperinDaniel Halperin, AIF,® CPWA®Executive DirectorWealth Advisor
Daniel Halperin is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a founding member of The MHC Group, he brings an analytical perspective to serve the investment advisory needs of business owners, retirement plans, entrepreneurs, high-net-worth individuals and their families. He exhibits a passion for implementing strategies with precision and executional excellence.
One of Dan's distinguishing talents is the ability to evaluate intricate financial scenarios and identify ways to integrate investments, income requirements and retirement goals into a comprehensive plan. By looking at both sides of a client's balance sheet and leveraging the extensive breadth of services available at J.P. Morgan, he addresses multifaceted and sophisticated objectives— tax mitigation and estate planning strategies to complex lending, mortgage and credit transactions.
Dan has a particular specialty in providing skilled support for 401(k) and pension plans, including defined benefit, defined contribution, deferred compensation and cash balance plans. His focus is on ensuring a seamless process to address corporate goals and generate value for companies and their executives. To do so, he oversees the robust suite of customized services in J.P. Morgan's Defined Contribution (DC) Consulting Program.
Dan grew up in Northbrook, Illinois, and graduated with honors from Emory University's Goizueta Business School, where he earned a B.B.A. He has been in the financial services industry since 2001 and has firsthand entrepreneurial experience, having owned and served as the Chief Executive Officer of a mortgage bank. Dan joined Merrill Lynch in 2011 to broaden his wealth management capabilities. He moved to J.P. Morgan in 2018 with the other members of the team.
Active in his community, Dan is involved with youth athletics in support of his son. He enjoys spending quality time with his family and has a passion for health and fitness, skiing and motorsports—he can often be found at a Cars & Coffee event or driving at the racetrack!
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.