Managing Director Market Team Lead
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.
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。