EL

Eugene Lee

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Hi, I'm Eugene Lee, a dynamic leader with a unique three-part career: over 20 years in senior finance roles across wealth management, asset management, and capital markets at top global institutions, followed by a…

About

Hi, I’m Eugene Lee, a dynamic leader with a unique three-part career: over 20 years in senior finance roles across wealth management, asset management, and capital markets at top global institutions, followed by a transformative pivot into fintech and wellness and social impact. I’m the co-founder of BetterMe NYC, a SDG-inspired wellness platform, and I serve as a Dharma Yoga teacher trainer and wellness program designer, building corporate wellness and personal growth programs and leading cross-border initiatives.

I design and lead programs that blend health philosophy with practical leadership training, working with global clients and partners to deliver both digital and in-person wellness experiences. My work spans from high-level strategy and program design to hands-on teaching and community building, always with a focus on impact, balance, and sustainable growth.

  • 25 years' experience
  • Joined June 2026

Industry experience

  • Financial Services
  • Professional Services
  • Healthcare

More experts

Work experience· 9 roles

Co-Founder & Managing Partner · BetterMe NYCJan 2019 – Present · 7 yrs 11 mos

SDG-focused health and wellness company; design and deliver B2B corporate wellness and mental health programs for Fortune 500 clients (Google, Nike, AIA) across Asia; run B2C executive retreats and personal growth programs (US, EU, Asia); oversee cross-border partnerships with wellness tech platforms and affiliates.

Partner · Carret Private Investments LimitedDec 2015 – Dec 2019 · 4 yrs 1 mo

Pioneered and built an award-winning Multi-Family Office with > USD 1.5B AUM; structured fintech JV between SoftBank Securities and Caret Private; expanded regional client base and investment capabilities.

Head of Sales, APAC (Financial Products) · Vontobel Investment BankingSep 2014 – Sep 2015 · 1 yr 1 mo

Directed APAC expansion of investment banking and derivatives platform; acquired counterparty clients among wealth managers, external asset managers, and private banks; co-developed MSCI Asia A50 ETF and related ETF initiatives.

Partner & Co-Founder · N Social NetworkApr 2013 – Aug 2019 · 6 yrs 5 mos
Global Head of Sales & Marketing, Managing Director · E Fund Management (HK)Sep 2012 – Dec 2012 · 4 mos
Co-Head of Global Markets, APAC · BBVA Global Markets & Asset ManagementDec 2010 – Apr 2012 · 1 yr 5 mos
Head of Structured Products for Wealth Management, APAC; Director · HSBCMar 2006 – Nov 2009 · 3 yrs 9 mos
Equity Derivatives Group & Private Wealth · J.P. MorganApr 2003 – Jun 2005 · 2 yrs 3 mos

Education

B.A. in East Asian Economics · Boston University2030 – 1996
Quantitative Finance · Stanford University2030 – 2026
High School · HKIS (Kindergarten-12th)2030 – 2026

Certifications and awards

Dharma Yoga Teacher Training2030 – 2026

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