About Josh

Josh Daniels is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Canell Group, Josh provides execution and management support for our high-net-worth professionals. His responsibilities include the execution of wires and ACH activities, client onboarding and the monitoring of financial transactions.

Josh graduated from The Kelley School of Business at Indiana University with a B.S. in Finance. He recently joined The Canell Group during the summer of 2023. Josh has previous investment banking experience, interning for Brookline Capital Markets in 2022.

He is currently in the midst of obtaining his FINRA SIE, Series 7 and 66 securities licenses.

Josh is originally from Roslyn, N.Y. and currently resides in New York City. He enjoys spending his free time playing golf, cooking and being with friends and family.

Outlook

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