David Lees

David Lees is Senior Partner and Founding Member at myCIO Wealth Partners, based in Bryn Mawr, PA, where he leads the delivery of comprehensive wealth management and investment advisory services for high-net-worth individuals, corporate executives, endowments, and retirement plans. He plays a key role in firm management and guides myCIO’s investment policy and asset allocation strategies, with a distinct focus on high-complexity client needs and executive wealth counseling.

Lees specializes in asset allocation, investment management, tax and estate planning, and has specific expertise in advising clients within the corporate executive sector, trusts, and institutional retirement plans. His work encompasses both traditional public markets and alternative investments, designed to meet diverse client objectives and optimize risk-adjusted returns.

Prior to founding myCIO in 2005, Lees served as Partner and Chairman of Ernst & Young’s National Investment Advisory Council and was National Director of Wealth Advisory Services at Ernst & Young. He has been recognized by Forbes and Barron's for leadership in wealth management, contributing to myCIO's industry accolades and the firm's growth to over $13.8 billion in assets under management as of 2024.