Daniel BesseyDaniel BesseyManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Daniel
Daniel Bessey is a Managing Director and Wealth Partner atJ.P. Morgan Wealth Management.
Dan works closely with business owners, entrepreneurs, and other wealth creators, providing them with the insight and advice to grow, preserve, and transfer their wealth more effectively. He draws on significant experience supporting high-net-worth individuals and families in delineating their priorities and following through on those objectives through thoughtful strategy, intensive service, and robust communication.
With more than 25 years of investment experience, Dan applies the knowledge he has gained in the capital markets, adept in guiding an accomplished clientele. Prior to joining J.P. Morgan Wealth Management, he served as a Managing Director and Wealth Manager with First Republic Private Wealth Management, where he worked for eleven years. During this tenure, Dan helped to create the firm's Allocation Strategies platform to implement tactical and strategic allocations across its investment portfolios. He also served on First Republic's Alternatives Due Diligence Committee.
Earlier in his career, Dan advised affluent families at Morgan Stanley Smith Barney. He also served as the Head Trader and a Partner for Cliffwood Partners, a $750 million hedge fund and long-only manager. His experience also includes advising and marketing to institutional clients for Goldman Sachs (SLK division) and proprietary trading on the floor of the Pacific Stock Exchange.
Dan earned his M.B.A. in Finance and Investments from the Marshall School of Business at the University of Southern California and his B.A. in Economics from the University of California, Los Angeles.
A resident of Oak Park, California, Dan enjoys spending time with his wife, Tammy, their son, Kyle, and their daughters, Lauren and Taylor. In his free time, he also likes to golf, travel, and spend time outdoors.
Insights
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July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
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July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowWhat is the electric vehicle (EV) boom?
July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now