Daniel Bacardi

Mr. Bacardi is Senior Wealth Advisor at Bessemer Trust. In this role, he leads a team responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in Investment Management, Wealth Planning, and Family Office Services.

Prior to joining Bessemer in 2025, Daniel was a managing director at J.P. Morgan Private Bank, serving as a market team lead.

Daniel earned a B.S. in finance from Babson College.