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Daniel S Lee, CFA, CFP®

Portfolio Manager

Daniel provides comprehensive financial planning and investment management services to private and institutional clients. In addition, Daniel researches Socially Responsible Investing (SRI) trends and products for the firm’s investment committee. Prior to becoming a Portfolio Manager, Daniel was a member of our portfolio administration team handling day-to-day client operations.

Daniel lives in San Francisco.

  • BS in Economics, University of Michigan
  • Personal Financial Planning Program at the University of California, Berkeley
  • Daniel Lee is a CERTIFIED FINANCIAL PLANNER™ professional
  • Daniel Lee is a Chartered Financial Analyst
  • Member of the Financial Planning Association of San Francisco Board of Directors and the Allied Professionals Committee Co-Chair
  • Member of the CFA Society of San Francisco
  • Member of the UC Berkeley Personal Financial Planning Program Advisory Board
  • Past President of the Michigan Alumni Club of Greater San Francisco

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