Dan Bessey

Portfolio Manager, First Republic Investment Management

Southern California

Dan Bessey is a Senior Vice President and Portfolio Manager at First Republic Investment Management.

Mr. Bessey has over 20 years of professional investment experience. Prior to joining First Republic, Mr. Bessey advised affluent individuals and families at Morgan Stanley Smith Barney and was the Head Trader and a Partner for Cliffwood Partners, a $750 million manager for high net worth individuals and institutions. His previous 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.

Mr. Bessey received his MBA in Finance and Investments from the University of Southern California and a Bachelor of Arts in Economics from the University of California, Los Angeles. He is a member of the Security Traders Association of Los Angeles.

Wealth Management Experience: 20 years

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