Profil
Mr. Daniel J.
White is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
Mr. White is also a Managing Director of the firm.
He provides wealth management services, including estate planning, asset allocation, and equity and fixed income management, to multigenerational families and institutions.
Prior to joining First Republic, Mr. White was a Managing Director and Private Wealth Advisor with Merrill Lynch Private Wealth Management, which he joined in 1996.
Mr. White is a graduate of Centenary College.
Postes actifs de Daniel J. White
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
















