Forman joins J.P. Morgan Private Bank
Daniel Forman has joined J.P. Morgan Private Bank in Summit as an executive director and banker. In this role, Forman offers comprehensive wealth and investment management to affluent families, private business owners, nonprofits and endowments, helping manage the long-term opportunities afforded by institutional-sized assets. He serves as an ally in preserving and growing capital, providing clients with the resources needed to make an impact on their communities and leave a legacy for the next generation.
Forman’s holistic perspective and keen sensibility to personalized needs and goals enable him to partner with clients in their financial journeys. He brings to bear the firm’s full capabilities—portfolio construction, trust and estate planning, lending, investing—to customize strategies that are right for each individual.
Forman has more than 12 years of experience in wealth management, and joins J.P. Morgan from Goldman Sachs where he was a Private Wealth Advisor in its Investment Management Division.
Motivated by a desire to pay it forward, Forman is involved in philanthropic endeavors that hold personal meaning for him.
For many years he has volunteered with iMentor, which guides disadvantaged high-school students on their journeys to attending college. In addition, he serves on the Advisory Council of the Congenital Heart Defect Coalition (CHD Coalition), where, inspired by his older son’s battle with CHD, he reviews grants for medical research.
About the company
J.P. Morgan Private Bank provides customized financial advice and strategies to help wealthy clients and their families plan, invest, borrow and bank with intent.