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David Connor Lees

Cerity Partners LLC

New York, NY

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-28
  • NY RA
    APPROVED
    Since 2026-04-28

Branch Locations

28 Liberty Street Suite 4410, New York, NY 10005 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mycio Wealth Partners, Llc Philadelphia PA 07/2024 03/2026
Stone Point Capital Greenwich CT 07/2022 07/2024
Duke University Durham NC 08/2017 12/2021
Haverford School Haverford PA 08/2009 08/2017
Stone Point Capital Greenwich CT 06/2020 08/2020
Mycio Wealth Partners, Llc Philadelphia PA 06/2018 08/2018
Cerity Partners Llc New York NY 03/2026 Present
Unemployed Bryn Mawr PA 01/2022 06/2022
  • 07/2024 → 03/2026
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 07/2022 → 07/2024
    Stone Point Capital
    Greenwich, CT
  • 08/2017 → 12/2021
    Duke University
    Durham, NC
  • 08/2009 → 08/2017
    Haverford School
    Haverford, PA
  • 06/2020 → 08/2020
    Stone Point Capital
    Greenwich, CT
  • 06/2018 → 08/2018
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 03/2026 → Present
    Cerity Partners Llc
    New York, NY
  • 01/2022 → 06/2022
    Unemployed
    Bryn Mawr, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-09-10
Other Names
  • Connor Lees

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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