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
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now