Daniel WhiteDaniel WhiteManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
About Daniel
Daniel White is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder and leader of The McNamee White Group, Daniel provides wealth management services, including estate planning, asset allocation, and equity and fixed income management to multi-generational families and institutions. He has earned a number of industry accolades for his work in private wealth management.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Daniel was a Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2020. Previously, he was a Managing Director and Private Wealth Advisor at Merrill Lynch Private Wealth Management, where he served for 25 years.
Daniel is a graduate of Centenary College.
Markets and Economy
Year-end recap: 5 forces beyond AI that moved markets
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Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
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US added 64k jobs in November; unemployment rate also increased slightly
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Family Legacy
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Wealth Planning
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Family Legacy
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Wealth Planning
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December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowWealth Planning
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December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowFamily Legacy
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowWealth Planning