Netshares is a Securities Exchange Commission (SEC) registered broker-dealer and a Financial Industry Regulatory Authority (FINRA) member firm providing investment banking and corporate advisory services. Our advisory services include capital formation, mergers and acquisitions, leveraged finance, and equity financing solutions. We strive to provide compelling investment opportunities to our investors while meeting the capital needs of our issuer clients in an ethical, transparent, fair, and innovative manner.
CEO & Founder
David Lee is the Founder and CEO of Netshares, LLC. He has spent the last quarter of a century gaining extensive experience in both finance and franchising. His career began on Wall Street in 1994 and he has consulted for a wide range of franchised and non-franchised organizations across the United States and around the world. His specialties include investment management, corporate development, and capital formation strategies. In addition, he has more than 23 years in investment management and financial planning for both institutional and individual investors. He has previously worked for Morgan Stanley, Raymond James, Wells Fargo Advisors, and Charles Schwab, and Co. Mr. Lee is also the founder of All-Star Franchise, LLC (www.allstarfranchise.com), a franchise development company. Over the course of his career, he has been a franchise operator, developer, multi-unit operator, franchisor, and founder of three different franchise companies.
Mr. Lee earned his Bachelor’s degree in Finance from the University of Houston-Downtown and holds FINRA licenses 4, 7, 9, 10, 24, 27, 66, and 79 securities registrations.