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Michael J. DanaMichael J. DanaSenior Client Associate
About Michael
Michael Dana is a Senior Client Associate with J.P. Morgan Wealth Management.
A longtime member of Gilman Private Wealth Management Group with 24 years of industry experience, Michael works diligently within the team's Asset Servicing division.
Michael oversees the team's account opening and account transfer services, and provides statement and online service support. He orchestrates critical customer service functions. Furthermore, he assists clients with bill pay, checking and debit card functions, and helps coordinate cash flow management. Michael aids the team's individual and business clients in establishing accounts to help meet their retirement needs. He delivers one-on-one access to banking and lending services.
A graduate of Cortland State University, Michael earned a B.S. and was deeply involved in athletic pursuits. He was a member of the Sports Management Club and served as the Game Day Administrator for both the men's hockey and women's softball teams.
Michael resides in Parsippany, New Jersey, with his wife, Samantha and their children, Ashley and Christopher. Among his many interests, he enjoys fishing and coaching baseball for Par Troy West Little League. He is a passionate New York Jets devotee.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Making the transition to retirement
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now