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Biography
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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Please tell us about yourself, and our team will contact you.
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