Managing Director Head of Investments
Dan Larner is a Managing Director and Head of Investments at J.P. Morgan Private Bank. His primary focus is identifying the goals, objectives and risk tolerance of his clients and their investment portfolios. Once determined, he can recommend the appropriate portfolio allocation utilizing public equity, fixed income, alternative investments, derivatives and currencies. In addition, he works in close coordination with other specialists on the J.P. Morgan team to provide comprehensive wealth management capabilities that help clients meet their financial goals.
Dan has 14 years of experience in meeting clients’ investment needs, as well as those of their businesses or professions. He began his career with J.P. Morgan in 2004 as an Analyst in New York City. In 2006, he accepted a position with the J.P. Morgan Private Banking team in Chicago. In 2011, Dan returned to Indiana and joined the J.P. Morgan Private Banking team in Indianapolis.
Dan currently holds Series 7, Series 63, Series 9 and Series 10 securities certifications. He is a 2015 graduate of the United Way of Central Indiana’s leadership development program Leadership United, and sits on the board of directors for Indiana Connected by 25.
Dan holds a B.S. in Finance and International Studies from Indiana University.
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
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。