Daniela G. Lee

Daniela G. Lee

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Finance

Profilo

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.

Precedenti posizioni note di Daniela G. Lee

SocietàPosizioneFine
Corporate Officer/Principal 31/12/1999
Corporate Officer/Principal -
Corporate Officer/Principal -
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