Daniel J. Lee has been named partner, chief revenue officer and wealth advisor at Certuity, a financial services firm based in North Palm Beach, Fla., that was formerly known as Camden Capital, the firm announced yesterday.
Lee, who is filling a newly created role, was formerly with First Republic Bank, most recently as a senior managing director and wealth advisor, where he increased new client wealth management assets by approximately $7 billion and worked directly with sophisticated high- and ultra-high-net-worth families, according to Certuity. He also served on First Republic Bank’s Leadership Committee and as regional wealth advisor manager for the Pacific Northwest.
Before his tenure with First Republic Bank, Lee was a private client advisor at U.S. Trust, where he was responsible for investment strategy, asset allocation, estate planning and multi-generational wealth transfer planning to high-net-worth individuals, families, foundations and endowments. Lee has experience working with complex and highly successful families. At Certuity, he will be advising families on all of their financial needs, delivering personalized and holistic solutions to meet their current and long-term goals, according to Rich P. Bursek, president and partner at Certuity, who spoke with Financial Advisor in an email exchange.
“Lee will also be building a high-touch organic growth strategy alongside our advisors, as we believe growth without compromising client service is paramount,” Bursek said. “We are always exploring how we can add and accentuate the comprehensive services we offer clients. It is part of our never-ending process of continuous improvement and innovation. That will never stop. At Certuity, we are committed to building a client-centric, forward-thinking, technology-driven wealth management firm that will continuously evolve, innovate and change the lives of the people we serve.”
Lee will be in charge of opening a new Certuity office in the Presidio in San Francisco.
“We will be able to expand our reach as a world-class wealth management, multifamily office to innovators, professional investors and wealthy families in San Francisco and the Silicon Valley, whom I have worked closely with throughout my career, as well as for those families we currently serve in that market. It’s an honor to be working with a firm that shares my values and vision for what families deserve,” Lee said in an email exchange.
Certuity is a national multi-billion-dollar, multi-family office and RIA that provides wealth management, legacy planning and family office and investment consulting services to high- and ultra-high-net-worth families, business owners, entrepreneurs and select institutions across the country.
Certuity and its advisors have been included in Barron’s top U.S. advisors ranked by state from 2014 through 2023 and America’s top 100 independent advisors for 2016 through 2019. The firm was also ranked by Financial Advisor as one of the top 50 fastest-growing firms in 2013 and 2019. And it was ranked among the Los Angeles Business Journal’s “Banking and Finance Visionaries” in 2021, 2022, and 2023. Certuity has offices in New York City; North Palm Beach, Fla.; and Manhattan Beach and Santa Monica, Calif.