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David Lessing personal email
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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.
Single Family Office (Private)
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Chief Operating OfficerSingle Family Office (Private) Jan 2021 - Present
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Chief Revenue OfficerAddepar Oct 2018 - Jan 2021New York, New York, UsAbout 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 communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago. -
Global Head, Managed Security ServicesBluevoyant Oct 2017 - Oct 2018New York, Ny, Us -
Interim Chief Executive Officer, Executive Vice PresidentBeechwood Bermuda Investment Holdings, Ltd. & Beechwood Omnia Jun 2014 - Oct 2017BBIHL & 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.
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Managing Director, Chief Operating Officer, U.S. Field ManagementMorgan Stanley Wealth Management 2008 - 2014New York, Ny, UsCHIEF 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 Advisor and Branch Manager compensation ($5B expense line item), the mass affluent client segment, the online channel, the advisor desktop, and branch expense/real estate management.HEAD OF STRATEGY, Global Wealth Management (3/2008-6/2011) Managed team that evaluated acquisition options during the financial crisis. Coordinated global team to close the Smith Barney transaction and integrate the business with Morgan Stanley. -
Managing DirectorMarsh & Mclennan Companies, Inc. 2007 - 2008New York, Ny, UsHEAD 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 sales force. -
Managing DirectorMerrill Lynch 2003 - 2007New York, Ny, UsHEAD 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 PRIVATE CLIENT AMERICAS (6/2003-2/2006) Responsible for execution of business initiatives and development of strategy within Americas brokerage business; served as management liaison to a group of top Financial Advisors selected to represent the brokerage salesforce.DIRECTOR OF STRATEGY FOR MERRILL LYNCH RETIREMENT GROUP (1/2003-6/2003)Led business development and strategy for Merrill Lynch’s $2.5 billion retirement business, with over 16K corporate relationships and 5M individual relationships in IRA, 529, DC and DB products. -
Engagement ManagerMckinsey & Company 1999 - 2003UsLed engagements for financial services institutions. Worked with senior clients to develop strategy and plan implementation. -
AssociateSimpson Thacher & Bartlett Llp 1996 - 1999New York, Ny, UsPracticed securities, antitrust and intellectual property law.
David Lessing Skills
David Lessing Education Details
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Harvard UniversityEconomics -
Harvard Law SchoolDoctor Of Law (J.D.)
Frequently Asked Questions about David Lessing
What company does David Lessing work for?
David Lessing works for Single Family Office (Private)
What is David Lessing's role at the current company?
David Lessing's current role is Single Family Office.
What is David Lessing's email address?
David Lessing's email address is dl****@****ood.com
What is David Lessing's direct phone number?
David Lessing's direct phone number is (441) 248*****
What schools did David Lessing attend?
David Lessing attended Harvard University, Harvard Law School.
What skills is David Lessing known for?
David Lessing has skills like Financial Services, Wealth Management, Investments, Securities, Series 7, Portfolio Management, Equities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Hedge Funds.
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