Robert Lee joined Western Oak Capital in 2021 to advise and handle financial decisions and reporting for the company. Prior to Western Oak, Robert worked with large law firms assisting them in major front-page litigation ranging from intellectual property cases involving major US and international handset makers and mortgage fraud lawsuits against some of the largest US banks. Robert later switched to tax accounting where he spent several years in public accounting firms working with high tech startups, real estate investors, and high net worth individuals. Robert holds a Bachelor of Arts in Psychology from UCLA, a Juris Doctor degree from the University of San Francisco School of Law, and Master of Laws (LLM) in Taxation from Golden Gate University School of Law. Robert is licensed to practice law in California.

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