Principals
Jonathan Lee
Executive Chairman, Co-Founder
jlee@opesadvisors.com · 650.319.1600
As Executive Chairman and co-founder of Opes Advisors, Inc., Mr. Lee utilizes his experience in building, growing and advising companies. Jonathan has been an entrepreneur and CEO for 24 years and has served as an investor and advisor in both high technology and financial service companies. He has successfully founded 4 information technology companies, with his most recent company going public in 2000 and subsequently being sold to IBM Global Services in 2005. Jonathan holds an Accounting and Marketing degree from U.C. Berkeley's School of Business and an Information Management Systems degree from the University of San Francisco. He is responsible for setting the long-term strategic direction of the firm and for providing management oversight.
Jonathan and his family live in Los Altos Hills.
Wealth Management
Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
Opes Wealth >
Mortgage Services
When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
Opes Mortgage >