Meet the Doxa Team

Founding Partner

David Mucciaro

During his 10-year career rising through Morgan Stanley, David was one of the most successful financial advisors among his peers in northern Virginia. He especially excelled at being a steady hand for clients during the Great Financial Crisis, resulting in multiple recognition awards. In 2015, David saw an opportunity to further his vision of modern financial advising by founding Doxa Capital. He guides that vision with a financial planning mindset paired with an elite level of client service. This approach positions Doxa as a client's "personal CFO", where David uses his planning and financial problem-solving experience to solve even the most unique situations.

David graduated from Johnson & Wales University and lives in Falls Church with his fiancée, Natalie, and two dogs, Lexa & Ella.

What's something people don't know about you? "I love helping and coaching kids. I've coached basketball and little league over many years and it always brings me a ton of joy."

Connect With David
Founding Partner

Chase Lee, CFA

Chase started his career as an analyst at a small hedge fund in Charleston, SC before heading up I-95 to Morgan Stanley in Washington, DC. At Morgan, Chase was an associate portfolio manager for one of the region’s top wealth management teams, where he helped create and manage the investment and risk processes. That experience carried over into the founding of Doxa Capital in 2015 as the portfolio manager for the firm. His differentiated approach focuses on investing in-and-through economic cycles, while always maintaining a “plan-first” mentality to ensure every client portfolio uniquely matches their future goals.
Chase is a Chartered Financial Analyst (CFA®), holds a certification from NYU Stern, and has a B.S. in Economics from the College of Charleston. He lives in Charlotte with his wife, Alex, daughter, Delaney, and two dogs, Denver & Macie.
 
What's something people don't know about you? "I'm shamelessly big into my flag football team. It's a hobby of mine and brings the added side effect of staying in shape!"
Connect With Chase
© 2021 Doxa Capital. | All rights reserved
crossmenu