Portfolio Manager and Head of Target Date Strategies
Daniel is a Client Portfolio Manager for the Multi-Asset Solutions Group. He is responsible for managing the J.P. Morgan SmartRetirement Target Date Fund suite, including the development & management of custom portfolios. Previously Daniel served as an Investment Strategist & Manager of Due Diligence for J.P. Morgan’s Retirement Plan Services. Daniel has a BS in Finance & International Business from Georgetown University. He is a CFA & CAIA charterholder & is FINRA Series 7 and 63 licensed.