Daniel BesseyDaniel BesseyManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Daniel
Daniel Bessey is a Managing Director and Wealth Partner at J.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 30 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 Westlake Village, 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
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now