We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message
Daniel McCarron
Drawing on more than 26 years in the financial services industry, I have served the investment advisory needs of high- and ultra-high-net-worth individuals and their families to provide value across a comprehensive range of financial requirements.

Daniel McCarron

Executive Director

Daniel McCarron


617.654.2274

dan.mccarron@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Daniel

Dan McCarron is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. Drawing on more than 26 years in the financial services industry, he serves the investment advisory needs of high- and ultra-high-net-worth individuals and their families to provide value across a comprehensive range of financial requirements.

Dan focuses on the personal asset management needs of general partners and senior level executives at private equity, venture capital, real estate and other alternative investment funds. In this hybrid institutional role, he takes a global approach and integrates all elements of a client’s financial scenario into one cohesive picture. His exposure to capital markets enables him to address a wide range of short- and long-term strategies, which he imparts in an organized and quantitative manner.

Placing strong emphasis on education, he graduated cum laude from Suffolk University with a B.S. in Econometrics. In addition, Dan attended the London School of Economics and received an M.B.A. from the Massachusetts Institute of Technology’s Sloan School of Management. He received a post-graduate diploma in Advanced Risk and Investment Management through a joint program offered by the Yale School of Management and EDHEC–Risk Institute.

Dan began his career at Bear Stearns, J.P. Morgan’s predecessor firm, focusing on private equity opportunities for ultra-high-net-worth clients. He moved to Morgan Stanley and co-founded The Botta McCarron Group, integrating the team’s synergistic backgrounds. In 2017, he returned to J.P. Morgan for the chance to bring his clients a truly boutique experience backed by one of the most renowned and trusted names in financial services.

Involved in the industry, Dan is a Qualified Family Office Professional, a past Associate Member of the European Venture Capital Association and a past International Member of the Canadian Venture Capital Association.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.