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Daniel Besse Location
Fairfield, CT, US
Daniel Besse Work
2022 -now President and Founding Partner @
2018 -2022 Managing Partner @
2014 -2018 Director - Wealth Management @
2011 -2014 Managing Director @ Wealth Management
2006 -2011 Financial Advisor @
2004 -2006 Research Associate @
Daniel Besse Education
Fairfield University
Bachelor of Science - BS (Economics)
1999-2003
St. John's High School 1996-1999
Daniel Besse Skills
Private Wealth Management
Investment Advisory Services
Financial Planning
Chartered Institute of Management Accountants (CIMA)
Alternative Investments
Investment Advisory
Asset Allocation
Venture Capital
Estate Planning
Series 7
Series 63
Daniel Besse Summary
Daniel Besse, based in Fairfield, CT, US, is currently a President and Founding Partner at Landing Point Advisors. Daniel Besse brings experience from previous roles at Clapboard Hill Private Wealth, RSM, Wealth Management and Morgan Stanley. Daniel Besse holds a 1999 - 2003 Bachelor of Science - BS in Economics @ Fairfield University. With a robust skill set that includes Private Wealth Management, Investment Advisory Services, Financial Planning, Chartered Institute of Management Accountants (CIMA), Alternative Investments and more. Daniel Besse has 2 emails and 2 mobile phone numbers on RocketReach.
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