Dan Bessey

Dan Bessey

Wealth Manager, First Republic Investment Management
Los Angeles
Dan Bessey is a Managing Director and Wealth Manager at First Republic Investment Management.

Prior to joining First Republic, Mr. Bessey advised affluent families at Morgan Stanley Smith Barney and was the Head Trader and a Partner for Cliffwood Partners, a $750 million hedge fund and long-only manager. 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.

His work and dedication to his clients have led to recognition as a Forbes Best-In-State Wealth Advisor.

Mr. Bessey received his MBA in Finance and Investments from the Marshall School of Business at the University of Southern California and a Bachelor of Arts in Economics from the University of California, Los Angeles.

Wealth Management Experience: Since 1996

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