Daniela G. Lee

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Finance

Profil

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.

Anciens postes connus de Daniela G. Lee

Sociétés	Poste	Fin
Goldman Sachs Bank AG (Geneva) Goldman Sachs Bank AG (Geneva) Major BanksFinance Operates national commercial banks	Corporate Officer/Principal	31/12/1999
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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