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
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now