Daniel WhiteDaniel WhiteManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Daniel
Daniel White is a Managing Director, Wealth Partner and Portfolio Manager 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 multigenerational families and institutions. He has earned a number of industry accolades for his work in private wealth management. Daniel is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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