Daniel McCarron, AIF®

Experience

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  Bear Stearns & Co.

  Sept 1991 - Feb 2008

  Senior Managing Director ~ Private Client Service Group

  Dedicated 16 years to providing best-in-class client services and investment opportunities and resolutions to investment quandaries.* Received five promotions over tenure.* Ranked as Top-Producing Wealth Manager in top 1% of all firm-wide Wealth Managers.* Founder & Director of Bear Stearns' Venture Capital Distribution Desk - 2000 through 2008.

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  Morgan Stanley

  Feb 2008 - Nov 2017

  Senior Vice President, Financial Advisor, Corporate Client Goup Director & Intl Wealth Advisor

  Senior Vice President, Financial Advisor, Corporate Client Group Director and International Client Advisor working with High Net Worth/Ultra High Net Worth Individuals, Foundations and Family Offices in U.S. and in other firm approved international jurisdictions© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less

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  J.P. Morgan

  Nov 2017 - now

  Executive Director