- Best-In-State Wealth AdvisorsForbes
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- 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.