Daniel Rodriguez Bio

Mr. Rodriguez joined Lee Equity in 2009 and is a Partner of the firm. Prior to joining Lee Equity, Mr. Rodriguez was an Analyst in the Financial Institutions Group at Morgan Stanley. Mr. Rodriguez serves or has served on the boards of directors of Affiliated Wealth Partners, Atria Wealth Solutions, K2 Insurance Services, McLarens Global Limited, PCS Retirement, Pure Financial Advisors, Reprise Financial, Sapient Capital, Simplicity Group Holdings and The Edelman Financial Group. He earned a B.A. with summa cum laude honors from Vanderbilt University, where he studied Economics, Spanish and minored in Managerial Studies.