Corey DaltonCorey DaltonInvestment Associate
About Corey
Corey Dalton is an Investment Associate with J.P. Morgan Advisors, a wealth management division of J.P. Morgan.
As a member of the Grossman Group, he works in a client-facing capacity, supporting high- and ultra-high-net-worth individuals and institutions. Corey's responsibilities include onboarding procedures, executing money transfers, and ensuring any client requests are handled efficiently and professionally. He serves as a liaison to other departments within the firm and has a reputation for managing day-to-day activities in a steady and experienced manner.
Prior to joining J.P. Morgan, Corey spent six years working in the sports technology industry for two start-ups based in NYC, Krossover and SwingU. He graduated from High Point University with a B.S. degree in Business Administration and currently holds FINRA SIE and Series 7 licenses.
Corey grew up in Richmond, Virginia and currently resides in New York City. In his free time, he enjoys golfing, finding the best new restaurants in NYC, and following college basketball, specifically rooting for the VCU Rams.
Insights
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December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
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