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.

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.

Available to hire

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.

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Work Experience

Co-Founder & Managing Partner at BetterMe NYC
January 1, 2019 - Present
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 at Carret Private Investments Limited
December 1, 2015 - December 1, 2019
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) at Vontobel Investment Banking
September 1, 2014 - September 1, 2015
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 at N Social Network
April 1, 2013 - August 1, 2019
Advised social media and gaming companies; focused on venture capital investing and fundraising for tech firms; angel investor in AR Media Front (Korea) and TSunami VR (US).
Global Head of Sales & Marketing, Managing Director at E Fund Management (HK)
September 1, 2012 - December 1, 2012
Developed global expansion roadmap; listed one of the world’s first RQ FII ETFs; co-developed MSCI A50 Index ETF for ETF on A80/120 ETFs.
Co-Head of Global Markets, APAC at BBVA Global Markets & Asset Management
December 1, 2010 - April 1, 2012
Led a team of 200 across HK, Shanghai, Beijing, Korea, Singapore, Taiwan, Australia, and Japan; executed a joint venture between China Citic Bank and BBVA in LATAM; joined bookrunner for Citi Securities IPO in Hong Kong.
Head of Structured Products for Wealth Management, APAC; Director at HSBC
March 1, 2006 - November 1, 2009
Started up equity derivatives and structured products group in APAC; captured 95% market share; created the HSBC Vietnam Investment Index and Climate Change Index (SDG); ranked #2 in Asia Money poll.
Equity Derivatives Group & Private Wealth at J.P. Morgan
April 1, 2003 - June 1, 2005
Launched structured products for wealth managers; achieved #1 internal market share with Private Bank; named among top 3 structured products providers in Asia; served Forbes-listed ultra-HNW individuals and family offices; managed over USD 1B in wealth.
Director at Morgan Stanley – Private Wealth
February 1, 1998 - January 1, 2003
Team head for ultra-HNW and financial institutions; portfolio manager for discretionary accounts; focused on high-value deals and post-M&A hedging for US-listed companies.

Education

B.A. in East Asian Economics at Boston University
January 11, 2030 - January 1, 1996
Quantitative Finance at Stanford University
January 11, 2030 - June 1, 2026
High School at HKIS (Kindergarten-12th)
January 11, 2030 - June 1, 2026

Qualifications

Dharma Yoga Teacher Training
January 11, 2030 - June 1, 2026

Industry Experience

Financial Services, Professional Services, Healthcare