Daniel Lee

Daniel Lee is a seasoned financial services professional with extensive experience in wealth management and advisory roles. Currently serving as Managing Director at IEQ Capital, Daniel previously held key positions at Certuity, First Republic Bank, U.S. Trust (Bank of America Private Wealth Management), and Merrill Lynch. Daniel's roles included Partner, Chief Revenue Officer, Senior Managing Director, Vice President, and Financial Advisor, showcasing a strong background in client advisory and portfolio management. Daniel holds a Bachelor of Science in Business Management from the University of Arizona's Eller College of Management and a Bachelor of Science in International Business from Lorenzo de' Medici.