David Lees Overview

  • Primary Position
  • Senior Partner...

David Lees General Information

Biography

Mr. David Lees is a Co-Founding Member and serves as Senior Partner at myCIO Wealth Partners. Prior to the separation of the Investment Advisory Group from Ernst and Young, Mr. Lees was a Partner and Chairman of Ernst & Young's National Investment Advisory Council responsible for overseeing the research and due diligence of Ernst & Young's Investment Advisory Practice. Mr. Lees also served as Ernst & Young's National Director of the Wealth Advisory Services. Mr. Lees currently serves as a member of the Board of Directors of Bryn Mawr Bank Corporation and its wholly-owned subsidiary, The Bryn Mawr Trust Company, symbol (BMTC), which is a publicly traded company based in Bryn Mawr, Pennsylvania. Mr. Lees was an Adjunct Professor of Finance and Portfolio Management in Villanova University's Commerce and Finance Department for the past 6 years teaching Portfolio Management and Corporate Finance. Mr. Lees was selected as one of the "Nation's 100 Most Exclusive Wealth Advisors" in the October 2007 edition of Robb Report Worth magazine for the eighth straight year.

Contact Information

Primary Position
Senior Partner & Co-Founding Member, myCIO Wealth Partners
Education
Duke University (Fuqua), MBA (Master of Business Administration)
James Madison University, Bachelor's
Gender
Male
Email
da
Phone
+1 (267)
Address
  • 2929 Walnut Street
  • Suite 1200
  • Philadelphia, PA 19104
  • United States
+1 (267)

David Lees Positions (1)

Firm name Firm type Title Location Industry Since
myCIO Wealth Partners Company Senior Partner & Co-Founding Member Philadelphia, PA Asset Management

David Lees Network (13)

Board Members (13)

Name Company Representing Location From
John May Bryn Mawr Trust Bryn Mawr Trust Bryn Mawr, PA
Diego Calderin Bryn Mawr Trust WSFS Bank Bryn Mawr, PA
Bryn Mawr Trust Bryn Mawr Trust Bryn Mawr, PA
Bryn Mawr Trust Self Bryn Mawr, PA
Bryn Mawr Trust Self Bryn Mawr, PA

David Lees FAQs

  • Who is David Lees?

    Mr. David Lees is a Co-Founding Member and serves as Senior Partner at myCIO Wealth Partners.

  • How much does David Lees typically invest?

    David Lees's median deal size is .

  • What is David Lees’s main position?

    David Lees’s primary position is Senior Partner & Co-Founding Member.

  • What are the contact details for David Lees?

    David Lees’s email address is da and his phone number is +1 (267) .

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