First Republic advisor joins Certuity

First Republic advisor joins Certuity
Daniel Lee had been affiliated with First Republic since 2013 and was credited with bringing in $7 billion in assets.
MAY 08, 2023

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.

Latest News

JPMorgan tells fintech firms to start paying for customer data
JPMorgan tells fintech firms to start paying for customer data

The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.

FINRA snapshot shows concentration in largest firms, coastal states
FINRA snapshot shows concentration in largest firms, coastal states

The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.

Why advisors to divorcing couples shouldn't bet on who'll stay
Why advisors to divorcing couples shouldn't bet on who'll stay

Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives
SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives

With more than $13 billion in assets, American Portfolios Advisors closed last October.

William Blair taps former Raymond James executive to lead investment management business
William Blair taps former Raymond James executive to lead investment management business

Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.