Daniela G. Lee

Daniela G. Lee

Finance

Profile

Ms. Daniela G.
Lee
, CFA, is Wealth Manager at Wetherby Asset Management, Inc. She joined Wetherby Asset Management in 2007.
Ms. Lee began her career in the Legal & Compliance Department of Goldman Sachs Bank in Zurich, Switzerland.
After relocating to the US in 2000, she was an Associate in Private Wealth Management at both Goldman Sachs and UBS Financial Services, screening equity and alternative investments as well as monitoring manager and client portfolio performance.
Ms. Lee graduated with a BA in Translation from the Dolmetscherschule Zurich in Zurich, Switzerland.
She is a Chartered Financial Analyst and Certified Private Wealth Advisor.
She is a member of the Chartered Financial Analysts Society of San Francisco, Toastmasters International, and serves on the Program Committee of OneWorld Children’s Fund.

Former positions of Daniela G. Lee

CompaniesPositionEnd
Corporate Officer/Principal 31/12/1999
Corporate Officer/Principal -
Corporate Officer/Principal -
See the detail of Daniela G. Lee's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Daniela G. Lee's experience

Linked companies

Private companies3

Finance

Finance

Finance

  1. Stock Market
  2. Insiders
  3. Daniela G. Lee