David Lees

David Lees

Formal First Name

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.

Professional Experience

Academic History

Awards and Recognitions