Daniela G. Lee, CFA, CPWA®
Wealth Manager

Daniela is a Wealth Manager and member of Wetherby’s Impact Investing Committee. As a Wealth Manager, Daniela is passionate about helping clients with their investment and financial planning needs, in particular helping clients pursue their goals and connect their portfolios to their values. Daniela 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. Daniela joined Wetherby Asset Management in 2007.

Daniela graduated with a BA in Translation from the Dolmetscherschule Zurich in Zurich, Switzerland. She is a Chartered Financial Analyst and Certified Private Wealth Advisor®. Daniela 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. Daniela enjoys traveling and exploring other cultures and the great outdoors.


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