Daniel Lee serves as an Associate, Investment Analyst in Cresset’s Atlanta office, supporting the delivery of customized financial strategies to ultra-high-net-worth clients and their families. He is passionate about building strong relationships with clients, understanding their unique needs and helping them pursue their financial goals.
Prior to joining Cresset, Daniel worked at Configure Partners as an Investment Banking Analyst, where he performed valuation and financial analysis, conducted industry and company research, prepared client presentations, and supported the execution of mergers and acquisitions and capital markets transactions.
Daniel earned a Bachelor of Business Administration in Finance and Organization & Management from Emory University’s Goizueta Business School. Outside of work, he enjoys playing sports with friends, traveling to new destinations and exploring foods from diverse cultures.