David Lessing
Trustee
David Lessing is Chief Operating Officer of the Dalio Family Office in Westport, Connecticut, which supports the investments and philanthropic activity of Bridgewater Associates founder Ray Dalio, his wife Barbara Dalio and their family. David brings more than 25 years of leadership experience across wealth management, financial services, and fintech.
Before joining the Dalio Family Office in 2021, David held CEO, senior executive, and board roles across a portfolio of private investments and financial services startups. These included serving as Chief Revenue Officer of Addepar, the investment analytics and reporting platform. Earlier, he spent six years at Morgan Stanley Wealth Management. As Head of Strategy for Global Wealth Management, he evaluated acquisition options during the financial crisis and co-led the integration of the Morgan Stanley and Smith Barney wealth businesses. He later served as Chief Operating Officer of the U.S. Wealth Management Group, overseeing roughly 6,000 employees across the largest wealth management firm in the country. He also held Managing Director roles at Marsh & McLennan and Merrill Lynch, and was an Engagement Manager at McKinsey & Company.
David began his career practicing securities, antitrust, and intellectual property law at Simpson Thacher & Bartlett. He holds a BA in economics from Harvard University, which he completed in three years, and a JD from Harvard Law School.