Member Spotlight

David Lees

"Given the uncertain economic environment and potential value of adding/increasing an allocation to the Alternative Asset class, we consider attaining the CAIA designation to be excellent preparation for thorough due diligence."

, CAIA, is the Senior Partner and a founding member of myCIO Wealth Partners, LLC, which was recently ranked #13 on "The Top 100 Independent Financial Advisors" list by Barron's Magazine, positioning the company as the highest ranked firm in Pennsylvania, New Jersey and Delaware.

myCIO provides financial consulting services to over $5.8 billion of investment assets of individuals, families, endowments, defined contribution, defined benefit plans and trusts. myCIO also provides financial counseling services to former and current chairmen, CEOs, and presidents of Standard & Poor's Fortune 500 companies.

A member of the CAIA Class of February 2004, David explains the value of his CAIA designation: "Given the uncertain economic environment and potential value of adding/increasing an allocation to the Alternative Asset class, we consider attaining the CAIA designation to be excellent preparation for thorough due diligence."

Prior to myCIO, David 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. David 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). He is the chair of the Wealth Committee and serves on the Executive Compensation & Audit Committee.

In addition to holding the CAIA designation, David is a CFA charterholder and a member of the Association of Investment Management and Research (AIMR) and the Financial Analysts of Philadelphia. He received a BBS in Accounting & Economics from James Madison University and a MBA in Finance and Capital Markets from the Fuqua School of Business at Duke University.