Daniel WhiteDaniel WhiteManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2026 • 2025 • 2024 • 2023
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024 • 2023 • 2020 • 2019 • 2018
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
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One economy, two markets, one message
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Data centers meet democracy: The backlash to the AI buildout
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One economy, two markets, one message
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3 new changes to qualified small business stock that can supercharge tax savings
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The cost of capital is rising. Did stocks get the memo?
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Investing in the space economy: From sci-fi to reality
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