Profile
Mr. David E.
Lees is a Senior Partner & Founding Member at myCIO Wealth Partners LLC.
He 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.
Prior to the separation of the Investment Advisory Group from Ernst and Young, LLP, 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.
He also served as Ernst & Young's National Director of the Wealth Advisory Services.
He 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 received his Bachelor of Business Studies in Accounting from James Madison University and an MBA in Finance from Fuqua School of Business - Duke University.
David Edmund Lees active positions
| Companies | Position | Start |
|---|
Former positions of David Edmund Lees
| Companies | Position | End |
|---|---|---|
| BRYN MAWR BANK CORPORATION | Director/Board Member | 2018-01-17 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | 2005-03-21 |
Training of David Edmund Lees
| James Madison University | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Bryn Mawr Bank Corp.
 Bryn Mawr Bank Corp. Regional BanksFinance Bryn Mawr Bank Corp. is engaged in the provision of personal and business banking services. It also offers consumer & commercial loans, equipment leasing, mortgages, insurance and wealth management services, including investment management, trust & estate administration, retirement planning, custody services and tax planning and preparation. The firm operates through two segments: Wealth Management, and Banking. The Wealth Management segment provides trust administration and other related fiduciary services, custody services, investment management and advisory services, employee benefit account and individual retirement account administration, estate settlement, tax services, financial planning, and brokerage services. The Banking segment is comprised of commercial and retail banking. The company was founded in 1986 and is headquartered in Bryn Mawr, PA. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
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