Daria AkansuDaria AkansuInvestment Associate
About Daria
Daria Akansu is an Investment Associate with J.P. Morgan Wealth Management, the private wealth management division of J.P. Morgan. As a member of John Tonzola's wealth management group, she provides support for ultra-high-net-worth clients and their family offices, as well as small institutions such as foundations. Her responsibilities include preparing financial reports and analysis, monitoring securities transactions, money transfers, and addressing any inquiries or requests of clients. She also works in close liaison with the J.P. Morgan Wealth Management Alternative Investments Team to deliver new opportunities in the private equity, hedge fund and real estate investment spaces that meet the tailored needs of the team's sophisticated private clients.
Daria graduated from the Leonard N. Stern School of Business at New York University in 2013 with a B.S. in Finance and Economics. With over five years of experience in financial services, she began her career at Morgan Stanley as an Analyst in Commodities and the New Product Approval Group. She then moved to the Wealth Management Capital Markets Team as a Fixed Income Product Controller Associate. Daria then joined J.P. Morgan in September 2017. She holds Series 7 and 66 licenses.
Daria enjoys giving back to her community and was a volunteer for the Everybody Wins! Power Lunch program, a literacy program for elementary school students. She was also on the Social Committee for her analyst class and was an active member of the NYU Recruiting Team, even serving as the NYU Ambassador for her entire class at Morgan Stanley. During her free time, Daria enjoys traveling, attending concerts and playing tennis. She grew up by the Jersey Shore and currently resides on the Upper East Side of Manhattan.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
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Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
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Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now