If you need more lookups,
subscriptions start at $34 USD/month.
David Lessing Location
Westport, CT, US
David Lessing Work
Chief Operating Officer @ Single Family Office (private) (January 2021 - Present)
Enterpreneurial and Advisory Roles @ (June 2014 - January 2021)
Managing Director, Chief Operating Officer, U.S. Wealth Management Group @ (January 2008 - January 2014)
Managing Director @ (January 2007 - January 2008)
Managing Director @ (January 2003 - January 2007)
Engagement Manager @ (January 1999 - January 2003)
Associate @ (January 1996 - January 1999)
David Lessing Education
Harvard Law School
Doctor of Law (J.D.)
1992-1995
Harvard University
Bachelor of Arts (BA) (Economics)
1989-1992
David Lessing Skills
Series 7
Wealth Management
Investments
Equities
Mutual Funds
Portfolio Management
Series 63
Asset Management
Alternative Investments
Securities
Asset Allocation
Fixed Income
Strategic Financial Planning
Financial Services
Hedge Funds
Microsoft Excel
Network Security
Microsoft Word
Social Media
Information Security
Business Strategy
David Lessing Summary
David Lessing, based in Westport, CT, US, is currently a Chief Operating Officer at Single Family Office (private). David Lessing brings experience from previous roles at Multiple Companies, Morgan Stanley Wealth Management, Marsh & McLennan Companies, Inc. and Merrill Lynch. David Lessing holds a 1992 - 1995 Doctor of Law (J.D.) @ Harvard Law School. With a robust skill set that includes Series 7, Wealth Management, Investments, Equities, Mutual Funds and more. David Lessing has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different David Lessing?
Find contact details for 700 million professionals.