Daniel SirotaDaniel Sirota, CRPC ®Executive DirectorWealth Advisor
About Daniel
Daniel Sirota is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Daniel joined The Reinstein Nelson Team in 2010 and helps to lead the financial plans we design for our clients. He brings top-tier service to every relationship with goal-based planning that fuels a strategic framework across clients' financial decision-making. By working diligently, he supports individuals, families and corporate clients that have sophisticated wealth and seek to preserve and protect their financial futures. Across his support, he strives to help clients achieve their best lives while pursuing opportunities for lasting prosperity.
A wealth management professional since 2000, Daniel joined J.P. Morgan Wealth Management in 2023. Previously, he was a Senior Vice President and Wealth Manager at First Republic and Merrill Lynch Wealth Management. Throughout two decades of experience, Daniel has supported his clients' ambitions with compassion and personal attention. He drives deep, meaningful relationships and is quick to address any ideas, concerns or options. Daniel is a collaborative advisor and works closely with a team of specialists to help bolster clients' retirement, trust and estate strategies. Engaging clients in a thoughtful planning process is highly important to him. Daniel often finds himself spending careful and concentrated time to create forward-looking plans that help take clients across all market cycles. Regardless of complexity, he prides himself on making sure all communication is clear and accessible for each person and family member.
A graduate of Cornell University, Daniel earned a B.S. before continuing his education at Columbia University, where he earned an M.B.A. and Master of Public Health. He continued to strengthen skills in his field and holds the Chartered Retirement Planning CounselorSM designation. Within his community, Daniel has served on the board of directors for the Juvenile Diabetes Research Foundation for the Westchester Chapter. He also was a board member for the Cornell University Alumni Association of Westchester.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now