As Co-founder, Executive Chairman, President of Wealth Management and Chief Technology Officer for Opes Advisors, Mr. Lee utilizes his unique background and expertise in manifesting the vision, culture and strategy of the firm and for leading its technology innovation.
Jonathan has been an entrepreneur, a CEO and an executive chairman for 32 years in both high technology and financial service companies. Jonathan was a pioneer in cloud computing as the Founding CEO of Corio, which post-IPO was successfully purchased by IBM Global Services. In addition, prior to co-founding Opes Advisors, he was a partner in a regional RIA which is where he started his 14 years of experience in the Wealth Management industry.
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 also registered as a Series 65 investment advisor.
Jonathan and his family live in Los Altos Hills.