Daniel Sorger
Executive Director, Investment Specialist at J.P. Morgan Private Bank
- Role
- Executive Director, Investment Specialist at J.P. Morgan Private Bank
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Daniel Sorger
As a Private Banker at J.P. Morgan Private Bank, I work with some of the most prominent individuals and families in the area who seek the breadth and intellectual power of an industry leader. I offer direct access to one of the premier private banking platforms in the world, curating holistic advice for investments, lending and banking strategies that help deliver a uniquely elevated experience shaped around my clients.My institutional experience in the capital markets is the lens through which I offer sophisticated guidance that considers the macro environment as well as opportunities for individual investors. I have worked in multiple international financial hubs, including Toronto, London and Los Angeles, which has imparted a global perspective that spans asset classes and vehicles. My approach to relationship management is comprehensive and nuanced, informed by the strength of my differentiated background. I am known for my authenticity and drive to always act in my clients’ best interests as a partner in their success.
Experience
Executive Director, Investment Specialist
Jan 2026 — Present · Los Angeles, CA, US
Education
Ivey Business School at Western University
HBA, Honours Business Adminstration
1999 — 2004
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