Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2023 • 2022 • 2021

Forbes

Top Wealth Management Teams Best-In-State
2024

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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
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Providing for your loved ones during your lifetime

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Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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