David Lees
David Lees, CFA, CAIA, is the Senior Partner and a Founding Member of myCIO Wealth Partners, a Comprehensive, Independent and Objective (CIO) advisory firm which provides financial consulting services. Prior to establishing myCIO, he was a Partner and Chairman of Ernst & Young’s National Investment Advisory Council responsible for overseeing the research and due diligence of the firm’s Investment Advisory Practice. He also served as Ernst & Young’s National Director of the Wealth Advisory Services. In addition to his financial career, David 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 (BMTC), which is a publicly traded company based in Bryn Mawr, Pennsylvania.
David Lees Professional Experience / Academic History
Professional Experience
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Senior Partner, Founding Member
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Chairman, Investment Advisory Council
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Head, Wealth Advisory Services
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Master of Business Administration, Finance
Academic History
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Bachelor of Business Administration, Accounting
- David was an Adjunct Professor of Finance and Portfolio Management in Villanova University's Commerce and Finance Department, where he used to teach Portfolio Management and Corporate Finance.
- He was selected as one of the "Nation's 100 Most Exclusive Wealth Advisors" in Robb Report Worth magazine for 8 consecutive years.
Awards and Recognitions