David Lee
Based in San Francisco, David aligns strategy, technology, and operations to strengthen Mission Wealth’s digital capabilities, improve efficiency, and build scalable systems that support clients, advisors, and long-term growth.
Ways to Connect
How David Sets Mission Wealth Apart
- Connects strategy, technology, and operations
- Turns firmwide priorities into scalable, secure systems
- Streamlines processes to improve client and advisor experiences
- Drives cross-functional innovation and operational efficiency
What David is Proud to Help Build
- An enduring firm built for long-term service
- A culture where talented people can grow
- New opportunities for future leaders
- Systems that support continued improvement
As Co-Chief Operating Officer, David leads the development and execution of key projects that enhance Mission Wealth’s digital capabilities and operational efficiency. He focuses on identifying opportunities to leverage technology, streamline processes, and support firmwide growth initiatives.
Collaborating closely with leadership across departments, David drives innovation by aligning strategic priorities with technology solutions that elevate the client and advisor experience. His work ensures that Mission Wealth continues to stay ahead of industry trends while maintaining scalable, secure, and forward-thinking systems.
At Mission Wealth, we are constantly striving to identify new ways to improve our client’s lives and help them achieve their financial goals. I am proud to be a part of a rapidly growing and evolving firm by focusing on strategic growth initiatives, operational improvements, and business and technology efficiencies.
Professional Background
Prior to joining Mission Wealth, David Lee served as CFO and COO at Jordan Park, an independent financial advisory firm, based in San Francisco. He led Jordan Park’s acquisition of Perspecta Trust, a New Hampshire-based non-depository trust company. Prior to Jordan Park, David held leadership roles at various technology companies. He started his career as an investment banker with JP Morgan and Goldman Sachs. Between his time at JP Morgan and Goldman Sachs, he also was at KKR Credit as a credit analyst.
Personal Pursuits
David is based in the San Francisco Bay Area, where he is devoted to his two children. He is his daughter’s number one cheerleader while she is on the volleyball court. He also tries his best to keep up with his son on the mountain bike, but is slowly acknowledging that it is a losing battle. David still races his bicycle in Northern California against people his own age.
Community Impact
David is a volunteer co-head coach of his son’s high school mountain bike racing team. His son’s high school is one of the oldest and largest National Interscholastic Cycling Association (NICA) teams in the United States. His son’s team won 2024 and 2025 Northern California NICA championships. David is an active member in the community, supporting NICA’s mission of “building strong minds, bodies, character, and communities through cycling.”
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor