Josh DanielsJosh DanielsClient Associate
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.
Investing
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Outlook
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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 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
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 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
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 NowOutlook