Michael J. DanaMichael J. Dana
Senior Client Associate

"I oversee the team’s account opening and account transfer services, and provide statement and online service support."

About Michael

Michael Dana is a Senior Client Associate with J.P. Morgan Wealth Management. A longtime member of Gilman Wealth Management, Michael works in 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

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(212) 272-7004michael.dana@jpmorgan.com