Profile
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.
Daniel Lee active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/05/2024 |
Former positions of Daniel Lee
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 31/03/2023 |
| US Trust | Corporate Officer/Principal | 30/12/2012 |
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 | - |
Training of Daniel Lee
| University of Arizona | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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