Elan Danon is a Wealth Advisor with J.P. Morgan Wealth Management.
As a member of The Weikes Group, he works closely with a diverse group of high-net-worth individuals, multi-generational families, hedge fund principals, private equity partners and other successful professionals to offer tailored and comprehensive strategies that align with their sophisticated goals.
Elan’s capital markets background provides him with a differentiated perspective to address the financial challenges of complex balance sheets and concentrated wealth. Whether clients seek cash management, estate planning, lending or traditional banking, he develops customized plans that consider the entirety of their portfolio. A self-proclaimed market junkie, Elan keeps his fingers on the pulse of current events and economic news. Deeply connected in the financial professional network, he enjoys working with people to generate value for individuals and institutions.
A CFA Charterholder®, Elan has received advanced training in security analysis and portfolio development.
Elan has had a passion for investing since he was 13 years old and bought stock in LA GEAR, watching it double within months.
Destined for a career on Wall Street, he participated in an AT&T stock challenge in high school and, while in college, he interned at a brokerage firm, a money manager and a sell-side research firm. Elan attended Indiana University, where he earned a B.S. in Finance with a minor in Hebrew. Upon graduation, he became a REIT analyst at RREEF Funds LLC.
With a career in the capital markets that has spanned more than 20 years, Elan has covered middle-market and institutional clients and served as an analyst and portfolio manager at several hedge funds. His capability set includes wealth management, equity research, consumer sector expertise and discretionary asset management. Most recently, Elan ran a separately managed account for an ultra-high-net-worth family. The diversity of his background provides his clients with an information advantage that many advisors cannot match.
Elan lives in lives in Palm Beach County, Florida with his wife and three boys. Originally from Cleveland, he is a diehard fan of the Cleveland Browns.