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Biography
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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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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