Dan Sirota

Daniel Sirota is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Sirota joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Sirota was a Wealth Manager at First Republic since 2022 and was a Senior Vice President with Merrill Lynch Wealth Management, which he joined in 2001. He focuses his practice on helping clients achieve their best life by creating and implementing goals-based planning and investment strategies.

Active in his local community, Mr. Sirota has served on the board of directors for the Juvenile Diabetes Research Foundation for the Westchester Chapter. Mr. Sirota has also served as a board member for the Cornell University Alumni Association of Westchester.

He holds the Chartered Retirement Planning Counselor (CRPC®) designation in addition to the Certified Plan Fiduciary Advisor (CPFA) designation.

Mr. Sirota earned a Bachelor of Science degree from Cornell University and a Master of Business Administration degree and a Master of Public Health degree from Columbia University.