Please take action to ensure continued access to FirstRepublic.com. We will be discontinuing service to older web browsers with outdated security settings. Please update to the latest version of Google Chrome, Internet Explorer, Safari or Firefox. For assistance, please call (888) 372-4891.

Image of Daniel Lee

Daniel Lee

Wealth Advisor, First Republic Investment Management
Northern California
Daniel Lee is a Managing Director and Wealth Advisor at First Republic Investment Management.

Before joining First Republic in 2013, Mr. Lee was a Private Client Advisor with U.S. Trust, where he advised high net worth individuals and families, foundations and endowments in the areas of investment strategy, asset allocation, estate planning and multi-generational wealth transfer planning. Previously, he was a Financial Advisor in Merrill Lynch’s Global Wealth Management division in Los Angeles and a Commercial Real Estate Investment Advisor with the Jones Group.

Mr. Lee serves as the Chair of the San Francisco Pulse, a fundraising committee for the American Heart Association, one of the world’s largest charitable organizations, committed to building healthier lives, free of cardiovascular disease and stroke.

Mr. Lee received a Bachelor’s degree in business and public administration from the University of Arizona’s Eller College of Business, where he graduated as a member of the Dean’s List with Honors. He also received his minor in International Business from Lorenzo de’ Medici in Florence, Italy.

Total Wealth Management Experience: 9 years

Check the background of this investment professional on FINRA's BrokerCheck.