Daniel Bacardi is a Managing Director and Market Team Lead in the Miami office of J.P. Morgan Private Bank. Daniel leads a group of 30 Bankers and Investment Specialists in advising some of the most successful individuals, families, business owners and institutional clients in the South Florida market.
As a Banker and investor for the past 16 years, Daniel has found that families seek an Advisor who has guided clients through complex scenarios. He acts as a conduit to the global strengths of J.P. Morgan, including the intellectual capital, research and insights of a global powerhouse, always offering impartial advice for the future growth of each individual’s wealth.
Daniel has spent much of his tenure in J.P. Morgan on the international side, covering clients and leading teams in Latin America. In his current role, he is a member of the Miami leadership team and forms part of the Southeast Operating Committee. Daniel’s strength can be found in his ability to evaluate the entirety of each client’s financial picture. By looking at both the asset and liability side of the client’s balance sheet, he is constructive in helping to structure loans that facilitate access to liquidity. Daniel also brings substantial experience working alongside our dedicated Wealth Advisors in assisting multijurisdictional families to consider efficient ways to transfer wealth across generations.
Originally from Panama, Daniel came to the United States to attend Babson College, where he earned a B.S. in Finance.
He and his wife feel fortunate to be raising their two young children among the cultural richness of the Miami area.
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投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债,亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险,包括可能损失投资的本金
银行存款产品(例如支票、储蓄及银行贷款)及相关服务乃由摩根大通银行(JPMorgan Chase Bank, N.A.)提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。