Daniel Lee
Portefeuillebeheerder-Aandelen bij IEQ Capital LLC
Profiel
Mr. Daniel J.
Lee is a Managing Director at IEQ Capital LLC.
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 graduated with honors from the University of Arizona’s Eller College of Business with a Bachelor of Science in Business Management.
Actieve functies van Daniel Lee
| Bedrijven | Functie | Begin |
|---|---|---|
IEQ Capital LLC
 IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Portefeuillebeheerder-Aandelen | 01-06-2024 |
Eerdere bekende functies van Daniel Lee
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-04-2023 |
| US Trust | Corporate Officer/Principal | 31-12-2012 |
Jones Group
 Jones Group Financial ConglomeratesFinance Jones Group is a private company that engages in investing activities. The company is based in Charlotte, NC. | Corporate Officer/Principal | - |
| Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | - |
Opleiding van Daniel Lee
| University of Arizona | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Jones Group
Jones Group Financial ConglomeratesFinance Jones Group is a private company that engages in investing activities. The company is based in Charlotte, NC. | Finance |
| US Trust | Finance |
| Merrill Lynch Global Wealth Management Group | |
IEQ Capital LLC
IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Finance |
