Daniel J. Lee has been appointed partner, chief revenue officer and wealth advisor to North Palm Beach, Fla.-based financial services firm Sirtuity (formerly Camden Capital), the company announced yesterday.
In his newly created role, Mr. Lee previously worked at First Republic Bank, most recently as Senior Managing Director and Wealth Advisor, managing approximately $7 billion in wealth management assets for new clients. Raised the dollar and worked directly with sophisticated high-end and ultra-banks. A wealthy family, according to Sirtuity. He has also served on First Republic Bank’s Leadership Committee and Regional Asset Advisory Manager for the Pacific Northwest.
Prior to joining First Republic Bank, Mr. Lee served as a private client advisor to The U.S. Trust, advising on investment strategy, asset allocation, real estate planning, and multigenerational wealth transfers to high net worth individuals, families, foundations, and high net worth individuals. I was in charge of planning. Donation. Mr. Lee has experience working with complex and highly successful families. At Sirtuity, we advise families on all their financial needs and provide personalized and comprehensive solutions to help them meet their current and long-term goals, said Rich P. Bersek, president and partner of Sirtuity. It is planned. financial adviser by exchanging emails.
“Mr. Lee also believes that growing without compromising customer service is paramount, so he will work with our advisors to build a high-touch organic growth strategy,” Bersek said. “We are constantly looking at how we can add to and enhance the comprehensive range of services we offer our clients. This is part of our never-ending process of continuous improvement and innovation. At Sirtuity, we are committed to building a customer-centric, forward-thinking, technology-driven wealth management company that continually evolves, innovates and transforms the lives of those we serve.”
Lee will be responsible for opening the new Certuity office at the Presidio in San Francisco.
“As a world-class wealth management and multifamily office, we are able to extend our reach to innovators, professional investors and wealthy families in San Francisco and Silicon Valley who I have worked closely with throughout my career. It’s the family segment that we currently serve in that market, and I’m honored to work with a company that shares my values and vision of what families deserve.” Lee said in an email exchange.
Certuity is a multi-billion dollar national multi-family office and RIA that provides wealth management, legacy planning, family office and investment consulting services to high net worth and ultra high net worth individuals, business owners, entrepreneurs, and select individuals. provided to institutions. all over the country.
Certuity and its advisors Barons We ranked the top U.S. advisors by state from 2014 to 2023 and the top 100 independent advisors in the U.S. from 2016 to 2019. financial adviser Ranked as one of the top 50 fastest growing companies in 2013 and 2019. Los Angeles Business Journal2021, 2022 and 2023 “Banking and Finance Visionaries”. Certuity has offices in New York City. North Palm Beach, Florida. Manhattan Beach and Santa Monica, California.