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Daniel Warren
My approach is proactive, and I build a rapport to establish trusted relationships. I like the intellectual challenge of making the complex simple, and help ensure that nothing falls through the cracks.

Daniel Warren

Vice President

Daniel Warren


617.654.2285

daniel.warren@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Daniel

Daniel Warren is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. As a partner of The Corbett Mason Group, he delivers comprehensive investment advisory services to a select group of high-net-worth individuals, C-suite executives, and corporations to help address the full range  of their sophisticated requirements.

Dan has distinctive capabilities to support executives with concentrated equity positions. His targeted knowledge of stock options, restricted stock awards and 10b5-1 trading plans enables him to help clients diversify their holdings and make the most of their equity compensation programs. His command of 10b5-1 plan design and administration, reporting obligations and regulatory policies facilitates the full compliance of procedures and deadlines.

As a natural complement to his executive service offerings, Dan furnishes institutional-quality financial advisory guidance to help manage the full complement of individualized wealth management objectives, financial planning, coordinating with a client’s accountant and estate planning attorney, and strategic investments. Dan’s approach is proactive and he builds a rapport to establish trusted relationships. He likes the intellectual challenge of making the complex simple and helps ensure that nothing falls through the cracks.

Dan is a graduate of Bryant University where he earned a B.S. in Finance. With more than 14 years of industry experience, he joined The Corbett Mason Group at Bear Stearns immediately out of college. Most recently, the team was at Morgan Stanley before transitioning to J.P. Morgan in 2017. A student of the markets, Dan is pleased to offer clients high-quality support through the resources of one of the most respected banks in the world. As a testament to his commitment to clients, in 2019, he was recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors.1 In 2021, The Corbett Mason Group was named  a Barron’s Top 100 Team.2

Dan resides in Rehoboth, MA, with his wife and two children. In his down time, he enjoys sailing, racing and spending time with his family on the water and in outdoor pursuits.

1.This is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy.
2.Forbes Top Next-Gen Wealth Advisors ranking by SHOOK Research, LLC, considered advisors born in 1980 or later with a minimum of four years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.

 

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