Chief Operating Officer
Current
Single Family Office (Private)
Jan 2021 - Present
AeroLeads people directory · profile
David Lessing Email & Phone Number
Single Family Office
at
Single Family Office (private)
1 work email found
@beechwood.com
2 phones found area 441 and 855
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Single Family Office (private)
Role
Single Family Office
Location
Westport, Connecticut, United States
Who is David Lessing? Overview
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Quick answer
David Lessing is listed as Single Family Office at Single Family Office (private), based in Westport, Connecticut, United States. AeroLeads shows a work email signal at beechwood.com, phone signal with area code 441, 855, and a matched LinkedIn profile for David Lessing.
David Lessing previously worked as Chief Operating Officer at Single Family Office (Private) and Chief Revenue Officer at Addepar. David Lessing holds Bachelor Of Arts (Ba), Economics from Harvard University.
Company email context
Email format at Single Family Office (private)
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{first_initial}{last}@beechwood.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Lessing. Compare company email patterns before reaching out.
Profile bio
About David Lessing
David Lessing is a Single Family Office at Single Family Office (private). He possess expertise in financial services, wealth management, investments, securities, series 7 and 10 more skills.
Listed skills include Financial Services, Wealth Management, Investments, Securities, and 11 others.
Current workplace
David Lessing's current company
Company context helps verify the profile and gives searchers a useful next step.
Single Family Office (Private)
9 roles · 30 years
David Lessing work experience
A career timeline built from the work history available for this profile.
Chief Revenue Officer
About UsAddepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and.
Oct 2018 - Jan 2021
Global Head, Managed Security Services
Oct 2017 - Oct 2018
Interim Chief Executive Officer, Executive Vice President
Beechwood Bermuda Investment Holdings, Ltd. & Beechwood Omnia
BBIHL & OMNIA offer innovative fixed and variable investment solutions for international (non-U.S.) HNW investors and are featured on the platforms of banks and brokerage firms around the world.
Jun 2014 - Oct 2017
Managing Director, Chief Operating Officer, U.S. Field Management
CHIEF OPERATING OFFICER, U.S. Field Management (6/2011-6/2014) Senior leadership role for largest wealth management firm in the U.S. with >$14B in revenue, 35,000 employees and over 600 branches. Responsible for broad range of P&Ls/business lines and support functions including sourcing and managing new advisors, experienced advisor recruiting, Financial.
2008 - 2014
~6 yrs
Managing Director
HEAD OF MARSH U.S. MIDDLE MARKET BUSINESS AND CLIENT DEVELOPMENT GROUP Managed insurance brokerage business for middle market clients with $480M in revenue, 15K clients, 1000 employees, and 60 U.S. offices.Developed new compensation system, operational platform, and sales materials; led effort to significantly reduce administrative/compliance burden on the.
2007 - 2008
~1 yr
Managing Director
HEAD OF GLOBAL PRIVATE CLIENT DIRECT DIVISION (2/2006-12/2006)Full business line/P&L responsibility for web/phone channel with $300M in revenue, 800K client accounts, and 550 employees.Developed products, financial planning tools, and online capabilities to support external client acquisition activities in mass affluent segment.HEAD OF STRATEGY FOR GLOBAL.
2003 - 2007
~4 yrs
Engagement Manager
Led engagements for financial services institutions. Worked with senior clients to develop strategy and plan implementation.
1999 - 2003
~4 yrs
Associate
Practiced securities, antitrust and intellectual property law.
1996 - 1999
~3 yrs
2 education records
David Lessing education
Bachelor Of Arts (Ba), Economics
Harvard University
Doctor Of Law (J.D.)
Harvard Law School
FAQ
Frequently asked questions about David Lessing
Quick answers generated from the profile data available on this page.
What company does David Lessing work for?
David Lessing works for Single Family Office (private).
What is David Lessing's role at Single Family Office (private)?
David Lessing is listed as Single Family Office at Single Family Office (private).
What is David Lessing's email address?
AeroLeads has found 1 work email signal at @beechwood.com for David Lessing at Single Family Office (private).
What is David Lessing's phone number?
AeroLeads has found 2 phone signal(s) with area code 441, 855 for David Lessing at Single Family Office (private).
Where is David Lessing based?
David Lessing is based in Westport, Connecticut, United States while working with Single Family Office (private).
What companies has David Lessing worked for?
David Lessing has worked for Single Family Office (Private), Addepar, Bluevoyant, Beechwood Bermuda Investment Holdings, Ltd. & Beechwood Omnia, and Morgan Stanley Wealth Management.
How can I contact David Lessing?
You can use AeroLeads to view verified contact signals for David Lessing at Single Family Office (private), including work email, phone, and LinkedIn data when available.
What schools did David Lessing attend?
David Lessing holds Bachelor Of Arts (Ba), Economics from Harvard University.
What skills is David Lessing known for?
David Lessing is listed with skills including Financial Services, Wealth Management, Investments, Securities, Series 7, Portfolio Management, Equities, and Mutual Funds.
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