Daniel H. C. Chapman, Cima®, Cfp® Email and Phone Number
Daniel H. C. Chapman, Cima®, Cfp® work email
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Daniel H. C. Chapman, Cima®, Cfp® personal email
As a strategic financial leader, I focus on managing high-value portfolios, helping to drive impactful investment decisions, and nurturing long-term client relationships. My career is defined by a commitment to innovation, efficiency, and inclusion—core values that guide every decision I make.Albert Einstein said, "A person who never made a mistake never tried anything new." This philosophy is central to my leadership approach. I believe that progress stems from taking calculated risks and embracing continuous learning. By embodying this mindset, I help empower teams to tackle challenges with both insight and expertise.This mindset also enables me to thrive in complex environments that demand strategic foresight. I’m driven by intellectual curiosity and a passion for solving intricate challenges—whether navigating shifts in the investment landscape, macroeconomic trends, or the nuances of client psychology. With this, I keenly forecast market trends, adapt strategies, and motivate cross-functional teams to deliver results.My natural intuition for understanding what clients truly need has been instrumental in building trust-based relationships, especially within the next-generation wealth sector. With an ability to anticipate and respond to clients’ unique goals and challenges, I help safeguard client interests and guide them toward their goals.When I'm not navigating the financial world, I'm enjoying my passion for aviation as a licensed private pilot, exploring the outdoors as an Eagle Scout, or channeling the energy and leadership I gained as a University of Miami cheerleader and head coach into my CrossFit training. I'm also dedicated to serving my community as a leader with SAVE, South Florida's longest-running LGBTQ+ equality organization.If you’re passionate about innovation and making a positive impact, let’s connect! Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.Please follow this link to Important Disclosure Information:http://raymondjames.com/smrja.htm
J.P. Morgan Private Bank
View- Website:
- jpmorgan.com
- Employees:
- 75129
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Vice President, BankerJ.P. Morgan Private BankMiami, Fl, Us -
Senior Investment Portfolio Analyst, The Starner GroupRaymond James May 2015 - PresentSt. Petersburg, Florida, UsI lead investment strategy and portfolio management for high-net-worth and emerging wealth clients, directly influencing the sustainable growth of $1.7B+ in assets. ★ Manage investment committee, driving strategic decision-making in collaboration with senior partners.★ Develop/direct internship program, cultivating talent pipeline while mentoring, coaching, & supervising six interns annually.★ Cultivate and manage long-term relationships with second and third-generation emerging wealth clients, serving as primary advisor for holistic financial planning processes.★ Catalyze business development by nurturing referral network that enhances firm growth and expands client base.★ Strengthen market stance by partnering with product specialists to evaluate and introduce emerging funds and investment tools; maintain strategic alignment by staying current on macroeconomic trends and ensuring that partners align with latest market strategies and themes.Select Achievements★ Recognized for exceptional performance and leadership through several career advancements; transitioned from competitive internship to full-time role (05/2016) and elevated to Senior Investment Portfolio Analyst (01/2023).★ Optimized portfolio and investment analysis processes by leveraging Visual Basic for Applications (VBA) to streamline portfolio reporting. Additionally, integrated FactSet live data feed to enhance accuracy and efficiency in fund research and due diligence.★ Revitalized quarterly Investment Committee meetings to redefine research & due diligence processes, enhancing investment accuracy and client outcomes.★ Elevated strategic decision-making and enhanced portfolio management practices by creating, developing, & deploying multiple advanced analytical tools.🌈 Spearheaded inaugural Miami Beach Pride participation, leading cross-company effort that expanded involvement to 10 South Florida branches and secured recognition for pioneering now-annual LGBTQ+ inclusivity initiative. -
Head Coach, Coed And All-Girl CheerleadingMiami Hurricanes Athletics May 2018 - May 2022As the leader of a Division I athletic program, I oversaw all aspects of team management, including the recruitment and training of up to 33 athletes and six assistant coaches. 📣 Directed logistics for major athletic events and spearheaded marketing initiatives to strengthen community relations.📣 Fostered supportive and motivational environment, providing mentorship and guidance to team members, which enhanced athletic, academic, and personal development. 🏆 Spearheaded team's first appearance in nearly 20 years at the 2022 Universal Cheer Association (UCA) College Nationals competition in Orlando; developed training strategy and singlehandedly choreographed team’s routine, leading team to execute flawless routine with no errors or deductions. -
Director Of Public Relations And Promotions & Radio Show HostWvum 90.5 Fm "The Voice" Aug 2012 - May 2016Coral Gables, Florida, UsI championed the promotion of local artists and innovative events, strengthening Miami’s creative community while building brand awareness and expanding listenership on and off campus.🎙️ Led team of 10 public relations and promotions staff, overseeing strategy and execution for event promotion, artist interviews, ticket giveaways, social media content creation, and community engagement; conducted weekly meetings to drive initiatives and ensure alignment with station's broader objectives.🎙️ Created content for all media platforms, including concert reviews for social media and live guest features for radio shows; reflected pop culture trends to increase engagement with students and listeners.🎙️ Planned and executed University’s first-ever, on-campus pool party during Miami Music Week featuring headlining artist from Ultra Music Festival. Secured musical talent at no cost and coordinated promotional contests, resulting in successful cobranded event benefitting University, Miami Music Week, Ultra, and all artists involved.
Daniel H. C. Chapman, Cima®, Cfp® Skills
Daniel H. C. Chapman, Cima®, Cfp® Education Details
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University Of MiamiEconomics And Business Technology
Frequently Asked Questions about Daniel H. C. Chapman, Cima®, Cfp®
What company does Daniel H. C. Chapman, Cima®, Cfp® work for?
Daniel H. C. Chapman, Cima®, Cfp® works for J.p. Morgan Private Bank
What is Daniel H. C. Chapman, Cima®, Cfp®'s role at the current company?
Daniel H. C. Chapman, Cima®, Cfp®'s current role is Vice President, Banker.
What is Daniel H. C. Chapman, Cima®, Cfp®'s email address?
Daniel H. C. Chapman, Cima®, Cfp®'s email address is da****@****mes.com
What schools did Daniel H. C. Chapman, Cima®, Cfp® attend?
Daniel H. C. Chapman, Cima®, Cfp® attended University Of Miami.
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Who are Daniel H. C. Chapman, Cima®, Cfp®'s colleagues?
Daniel H. C. Chapman, Cima®, Cfp®'s colleagues are Z N, Samurai Dream Investment, Manish Darji, Nate Prasse, Pavan Kumar, Jacqueline Y., Thomas Avanzato, Crpc®.
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