Daniel J. Curtin is the Market Manager of J.P. Morgan Private Bank in New England, leading the team that provides wealth management strategies to individuals and their families and nonprofit organizations. Dan is responsible for delivering the firm’s investing, credit, tax and estate planning, family office management and philanthropy capabilities to high-net-worth individuals.
Dan has worked in the investment management industry since 1991 and has managed the J.P. Morgan investments team in Boston since 2007. Prior to joining J.P. Morgan, he was an investment professional at Goldman Sachs & Co. and also held a variety of leadership positions at Fidelity Investments.
Dan earned an M.B.A. from Columbia Business School and a Bachelor of Science degree from The Wharton School of the University of Pennsylvania. He is an active alumnus of Belmont Hill School.
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投資產品: • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務,亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險,包括可能會損失投資本金
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