Clay Daney

About Clay Daney

In my strategic advisory role at J.P. Morgan Private Bank, I provide tailored wealth management strategies to successful founders, executives, business owners and philanthropists. I serve families on a mission—to live their best lives, fulfill their purpose and positively impact their communities. I make an unwavering commitment to my clients’ priorities, passions and pain points. I view wealth as a tool, and utilize a consistent, goals-based planning process to create a direct link between each individual’s objectives and the strategies that help to achieve them. I have a deep understanding of the challenges and opportunities faced by technology-focused founders, executives and investors. I leverage these insights and the vast resources of J.P. Morgan to provide the Columbus technology community with world-class private banking services: investing, banking, lending, trust and estate planning, and wealth planning.

Experience

1. Vice President

   J.P. Morgan Private Bank

   Mar 2022 — Present · Columbus, OH, US

   J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

• Ohio University

  BBA - Bachelor of Business Administration

• The Ralph and Luci Schey Sales Centre

  Financial Services Sales

• The Ohio State University - The Max M. Fisher College of Business

  MBA - Master of Business Administration