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Dan Csuma

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Dan Csuma

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management | J.P. Morgan

Summit, New Jersey, United States

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Dan Csuma

Summary

Dan Csuma is a seasoned financial professional with over three decades of experience in investment management and client advisory roles. Currently serving as a Private Client Advisor and Vice President at J.P. Morgan Wealth Management, he specializes in wealth management and investment strategies tailored for high-net-worth clients. Dan has a strong foundation in economics and international affairs, complemented by advanced studies in financial statement analysis and corporate strategy. His career spans multiple prestigious financial institutions, including Merrill Lynch and Metlife Solutions, where he honed his skills in asset management and retirement planning. Known for his analytical mindset and strategic approach, Dan is adept at navigating complex financial landscapes. He is passionate about helping clients achieve their financial goals through personalized service and expert advice. Outside of his professional pursuits, Dan is likely to have a keen interest in emerging market trends and investment innovations.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Dan Csuma

Work Experience

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Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at

J.P. Morgan

July 2014 - Present

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Investment Specialist, Functional Manager, Registered Representative at

Metlife Solutions

June 2013 - July 2014

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Financial Advisor at

Merrill Lynch/Wfc/L. Inc.

September 2010 - May 2013

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SecuritiesTrader/Portfolio Manager at

RBC

October 2006 - September 2010

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Senior Vice President at

Bankhaus Metzler

August 2001 - July 2002

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Principal at

Scudder Investments

July 1994 - February 2001

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Vice President at

Arnhold and S. Bleichroeder

August 1990 - August 1994

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Dan Csuma

Education

New York University, Certificate

January 1991 - January 1993

Hunter College, Ba & Ma

January 1985 - January 1990

Frequently Asked Questions about Dan Csuma

What is Dan Csuma email address?

Dan Csuma's primary email address is *********@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dan Csuma work for?

Dan Csuma is a Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.

Where Dan Csuma graduated from?

Dan Csuma holds a degree in Financial Statement Analysis, Corporate Strategy, Fx from New York University.

How can I directly contact Dan Csuma?

To contact Dan Csuma directly, you can use the email address *********@jpmorgan.com. Complete contact information is available upon registration with Muraena.

Who is Dan Csuma?

Dan Csuma is a seasoned financial professional with over three decades of experience in investment management and client advisory roles. Currently serving as a Private Client Advisor and Vice President at J.P. Morgan Wealth Management, he specializes in wealth management and investment strategies tailored for high-net-worth clients. Dan has a strong foundation in economics and international affairs, complemented by advanced studies in financial statement analysis and corporate strategy. His career spans multiple prestigious financial institutions, including Merrill Lynch and Metlife Solutions, where he honed his skills in asset management and retirement planning. Known for his analytical mindset and strategic approach, Dan is adept at navigating complex financial landscapes. He is passionate about helping clients achieve their financial goals through personalized service and expert advice. Outside of his professional pursuits, Dan is likely to have a keen interest in emerging market trends and investment innovations.

Dan`s contact details

mail

*********@jpmorgan.com

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