Michael J. DanaMichael J. DanaVice PresidentBusiness Management Specialist
"I oversee the team’s account opening and account transfer services, as well as provide statement and online service support."
About Michael
Michael Dana is a Senior Client Associate at J.P. Morgan Wealth Management.
A longtime member of Gilman Private Wealth with 25 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 a seemingly endless cycle of home improvement projects. He is a passionate New York Jets devotee.
Insights
Wealth Planning
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The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowMarkets and Economy
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Insight 7: Develop a capable and committed rising generation
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International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
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