Certuity Names Chief Revenue Officer, Partner

Editorial Staff

9 May 2023

Certuity, the business formerly known as Camden Capital, has appointed Daniel J Lee as partner, chief revenue officer and wealth advisor.

Prior to joining Certuity, Lee spent 10 years at First Republic Bank, most recently as a senior managing director and wealth advisor, where he grew new client wealth management assets by about $7 billion. He worked with high net worth and ultra-HNW families. He also served on First Republic Bank’s leadership committee and as regional wealth advisor manager for the Pacific Northwest.

Prior to First Republic Bank, Lee was a private client advisor at US Trust, where he provided counsel on investment strategy, asset allocation, estate planning, and multi-generational wealth transfer planning to HNW individuals, families, foundations, and endowments. Prior to US Trust, he served as a financial advisor in Merrill Lynch’s Global Wealth Management division in Los Angeles, and he worked in the private equity and real estate divisions of The Jones Group, a multi-family office.

Lee graduated with honors and as a member of the dean’s list from the University of Arizona’s Eller College of Business with a bachelor’s degree in business and public administration. In addition, he received a minor in international business from Lorenzo de' Medici in Florence, Italy.

Certuity has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica.