Daniel WhiteDaniel WhiteManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2024 • 2023
Top Wealth Management Teams Best-In-State
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
Is The “Trump Trade” A Good Deal?
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Investing
How AI can boost productivity and jump start growth
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Outlook
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning
Insight 7: Develop a capable and committed rising generation
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Wealth Planning
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Markets
Quick shot: President Biden bows out of the election – now what?
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Outlook
Three big surprises that could drive markets in the second half
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Markets
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowMarkets
Is The “Trump Trade” A Good Deal?
July 26, 2024We assess whether there could be real market impact and how investors might prepare.Read NowInvesting
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowOutlook
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowWealth Planning
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowWealth Planning
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowMarkets
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowOutlook
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowMarkets
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowWealth Planning