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Daniel Halperin is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a founding member of The MHC Group, he brings an analytical perspective to serve the investment advisory needs of business owners, entrepreneurs, high-net-worth individuals and their families.
One of Dan’s distinguishing talents is the ability to evaluate intricate financial scenarios and identify ways in which to integrate investments, income requirements and retirement goals into one comprehensive wealth management plan. By looking at both sides of a client’s balance sheet and leveraging the extensive breadth of services available at J.P. Morgan, Dan addresses multifaceted and sophisticated objectives that range from tax mitigation and estate planning strategies to complex lending, mortgage and credit transactions. He exhibits a passion for implementing solutions with precision and executional excellence.
Dan grew up in Northbrook, Illinois, and graduated with honors from Emory University’s Goizueta Business School, where he earned a B.B.A. He has been in the financial services industry since 2001, and has first-hand entrepreneurial experience, having owned and served as the Chief Executive Officer of a mortgage bank. Dan joined Merrill Lynch in 2011 to broaden his wealth management capabilities. He moved to J.P. Morgan in 2018 with the other members of the team.
Active in his community, Dan is involved with youth athletics and coaches baseball and wrestling in support of his son. He shares a passion for health and fitness with the other members of the team. When not working, he can be found spending quality time with his family or in the gym preparing for his next triathlon.
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