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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 vehicles for the firm’s investment committee. Daniel is also an instructor for the Personal Financial Planning Program at the University of California, Berkeley Extension.

Education
  • BS in Economics, University of Michigan
  • Personal Financial Planning Program at the University of California, Berkeley
Highlights
  • 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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