Daniel BesseyDaniel BesseyManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
Midnight musings: 3 risks keeping us up at night
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April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
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May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now