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Daniel Besse Location
Fairfield, CT, US
Daniel Besse Work
President and Founding Partner @ (December 2022 - Present)
Managing Partner @ (March 2018 - December 2022)
Director - Wealth Management @ (December 2014 - March 2018)
Managing Director @ Wealth Management (December 2011 - December 2014)
Financial Advisor @ (November 2006 - December 2011)
Research Associate @ (January 2004 - November 2006)
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 3 emails and 2 mobile phone numbers on RocketReach.
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