Michael J. DanaMichael J. DanaSenior Client Associate
About Michael
Michael Dana is a Senior Client Associate at J.P. Morgan Wealth Management.
A longtime member of Gilman Private Wealth 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
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowUnmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now