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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.
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