Daniel Lee is a Senior Managing Director at IEQ Capital and has provided investment advice to wealthy families and individuals for two decades.
Mr. Lee previously served as a Partner, Wealth Advisor and the Chief Revenue Officer of Certuity. Prior to joining Certuity, Mr. Lee spent ten years at First Republic Bank as a Senior Managing Director and Wealth Advisor, advising ultra-high-net-worth families. He also served on the bank’s Leadership Committee and managed wealth advisory services for the Pacific Northwest. Before that, he was a Private Client Advisor at U.S. Trust, offering counsel on investment strategy, asset allocation, and multi-generational wealth planning. Additionally, he worked as a Financial Advisor at Merrill Lynch and in private equity and real estate at a Multi-Family Office.
Mr. Lee currently serves on the board of Bring Change to Mind, a nonprofit organization that is dedicated to encouraging dialogue about mental health across the nation.
Mr. Lee graduated with honors from the University of Arizona’s Eller College of Business with a Bachelor of Science in Business Management. He also received a minor in International Business from Lorenzo de’ Medici in Florence, Italy.
Mr. Lee resides in California with his wife and son.