Certuity, a multifamily office and wealth management firm formerly known as Camden Capital, said Monday that Daniel Lee has joined the firm from First Republic Bank.
At Certuity, Lee will serve as chief revenue officer and wealth advisor. In a statement, the firm said Lee was responsible for bringing in $7 billion in client assets in his time at First Republic.
According to his BrokerCheck report, Lee had been affiliated with First Republic since 2013. Prior to First Republic, Lee was a private client advisor at U.S. Trust and an advisor in Merrill Lynch’s global wealth management division, the firm said.
Certuity oversees $3.6 billion in assets, according to its latest Form ADV, and operates offices in New York City, North Palm Beach, Florida, and Manhattan Beach and Santa Monica, California.
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