Daniel Jones
Partner,
About Daniel
Expertise
Dan Jones is a member of our Financial Services practice.
Dan has more than a decade of management consulting experience serving clients across the financial services industry, where he focuses on supporting wealth/asset managers, insurers, and banks on topics including corporate and business unit strategy, customer loyalty, and M&A.
In addition to his client work, Dan is active in our campus recruiting efforts and leads Bain New York's Continuous Learning program.
Dan holds an MBA from the Wharton School of the University of Pennsylvania, where he was a Palmer Scholar (top 5% of his class). He also holds a Bachelor's in Public and International Affairs from Princeton University.
Recent Insights
- “Private Asset Investing Desperately Needs New Market Infrastructure ,” Brief, lipiec 2023
- “Earning Customer Loyalty in Wealth Management,” Infographic, czerwiec 2023
- “Wealth and Asset Management M&A,” M&A Report, styczeń 2023, Report
- “How Up-and-Coming Investors Are Upending the Wealth Management Business ,” Brief, wrzesień 2022
- “In a New World: Time for Wealth Management Firms to Shift Course ,” Brief, lipiec 2022