![David Edmund Lees](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Edmund Lees
Fondateur chez
myCIO Wealth Partners LLC
Profil
Mr. David E.
Lees is a Senior Partner at myCIO Wealth Partners LLC.
Prior to the separation of the Investment Advisory Group from Ernst and Young, LLP, and founding myCIO, 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.
He formerly served 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.
He received his B.B.S.
in Accounting from James Madison University and an MBA in Finance from The Fuqua School of Business.
Postes actifs de David Edmund Lees
| Sociétés | Poste | Début |
|---|---|---|
myCIO Wealth Partners LLC
 myCIO Wealth Partners LLC Investment ManagersFinance myCIO uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives. | Fondateur | 01/07/2005 |
Anciens postes connus de David Edmund Lees
| Sociétés | Poste | Fin |
|---|---|---|
| BRYN MAWR BANK CORPORATION | Directeur/Membre du Conseil | 18/01/2018 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | 22/03/2005 |
Formation de David Edmund Lees
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bryn Mawr Bank Corp.
 Bryn Mawr Bank Corp. Regional BanksFinance Operates as a bank holding company which provides commercial banking services | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO uses different methods of security analysis such as fundamental and technical analysis. In implementing investment advice they may utilize investment strategies including long-term purchases, short-term purchases, short sales, margin transactions, and options. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed-income securities, mutual funds and/or ETFs, private investment funds and independent managers on a discretionary and non-discretionary basis in accordance with the clients' designated investment objectives. | Finance |
James Madison University
 James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Fuqua School of Business
 The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
