David M. Lee in

David M. Lee

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Managing Director and Americas Chief Risk Officer, Asset Management at UBS
📍 New York, New York, United States

David M. Lee is the Chief Risk Officer and Managing Director for UBS Global Alternative Investments and Asset Management Americas. His expertise lies in risk management for alternative investments, honed through senior roles at UBS and Credit Suisse. He holds an MBA from The University of Chicago Booth School of Business and is a Certified Public Accountant.

His receipt of the "Outstanding Asian American in Business Award" suggests a strong connection to his heritage and a commitment to leadership within the Asian American business community. This recognition highlights his professional achievements and influence beyond his direct corporate responsibilities.

He was recognized with the Outstanding Asian American in Business Award in 2007.

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Experience
26 Years
Current Role
Managing Director and Americas Chief Risk Officer, Asset Management
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Alternative Investments
His current role as CRO at UBS and previous roles are focused on alternative and private investment groups.
Fiduciary Governance
Served as Chairman, CIO, and ERISA fiduciary for Credit Suisse's defined benefit and 401(k) plans.
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Career

Work history

4-2026
Managing Director and Americas Chief Risk Officer, Asset Management
UBS
6-2025
Chief Risk Officer & Managing Director, UBS Unified Global Alternatives
UBS
9-2023
Chief Risk Officer and Managing Director, Alternative Investments
UBS
3-2019 - 5-2024
Chief Risk Officer, Private and Alternatives Group, Wealth Management
Credit Suisse
9-2017 - 10-2024
Chairman and Chief Investment Officer, Credit Suisse Pension Investments Committee
Credit Suisse
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Business Administration (M.B.A.)
The University of Chicago Booth School of Business
Advanced Management Program
INSEAD
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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