Mr. Daniel J. Lee is a Partner, Chief Revenue Officer and Wealth Advisor with Certuity.
Prior to joining Certuity, Mr. Lee spent 10 years at First Republic Bank, most recently as a Senior Managing Director and Wealth Advisor, where he grew new client wealth management assets by approximately $7 Billion and worked directly with sophisticated high- and ultra-high-net-worth families. He also served on First Republic Bank’s Leadership Committee and as Regional Wealth Advisor Manager for the Pacific Northwest.
Prior to First Republic Bank, Mr. Lee was a Private Client Advisor at U.S. Trust, where he provided counsel on investment strategy, asset allocation, estate planning, and multi-generational wealth transfer planning to high-net-worth individuals, families, foundations, and endowments. Prior to U.S. Trust, he served as a Financial Advisor in Merrill Lynch’s Global Wealth Management division in Los Angeles, and worked in the private equity and real estate divisions of The Jones Group, a multi-family office.
Mr. Lee graduated with honors and as a member of the dean’s list from the University of Arizona’s Eller College of Business with a Bachelor’s Degree in Business and Public Administration. In addition, he received a minor in International Business from Lorenzo de’ Medici in Florence, Italy.