David Lessing joined Addepar in 2018 after serving as an advisor, Board member and CEO of several financial services and fintech startups since 2014. He has spent most of his career in the wealth management industry, serving as Chief Operating Officer for Morgan Stanley's U.S. Wealth Management Group, and previously as Head of Merrill Lynch's Direct Division (now rebranded Merrill Edge). David is a securities lawyer by training and practiced law for several years before joining McKinsey & Company in New York as a management consultant for financial services firms. David has a B.A. degree in Economics from Harvard College and a J.D. from Harvard Law School.