Barbara Bruser
Wealth Manager, First Republic Investment Management
Los Angeles
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Industry Accolades
- Best-In-State Wealth AdvisorsForbes, 2021-2022
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
- Wealth Management Experience Since 1996Dan 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.
- EducationMr. 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.
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