# Peter Lee

> Peter Lee is Chief of Staff to the CEO at Coactive AI, a San Jose-based enterprise AI platform that helps Fortune 500 companies search, tag, and analyze visual content using multimodal AI. He brings over a decade of experience across algorithmic equity trading at PEAK6, strategic consulting at Booz Allen Hamilton, and high-stakes M&A advisory at Guggenheim Securities - where he worked on transactions totaling more than $10 billion in enterprise value. A Wharton MBA and MIT Management Science graduate, Peter joined Coactive in 2025 as the company scaled following its $30 million Series B round.

- **Role:** Chief of Staff to the CEO at Coactive AI
- **Organizations:** Coactive AI, Guggenheim Securities, Booz Allen Hamilton, PEAK6
- **Nationality:** American
- **Education:** MBA, Business Analytics & Operations, The Wharton School, University of Pennsylvania, Bachelor's, Management Science and Finance, Massachusetts Institute of Technology (MIT)
- **Known for:** Led execution of M&A and capital raise transactions totaling over $10 billion in enterprise value at Guggenheim Securities, Joined Coactive AI following its $30 million Series B round backed by Cherryrock Capital, Emerson Collective, a16z, and Bessemer Venture Partners, MBA from The Wharton School with focus in Business Analytics and Operations

## Career timeline

- **2009-2013** — Studied Management Science and Finance at MIT
- **2013-2015** — Algorithmic Equity Options Trader at PEAK6
- **2015-2016** — Senior Consultant, Strategic Innovations Group at Booz Allen Hamilton
- **2019-2021** — MBA at The Wharton School (Business Analytics & Operations)
- **2021-2025** — TMT M&A Investment Banker at Guggenheim Securities - managed transactions totaling $10B+ in enterprise value
- **2025-present** — Chief of Staff to the CEO at Coactive AI

## Achievements

- Led execution of M&A and capital raise transactions totaling over $10 billion in enterprise value at Guggenheim Securities
- Joined Coactive AI following its $30 million Series B round backed by Cherryrock Capital, Emerson Collective, a16z, and Bessemer Venture Partners
- MBA from The Wharton School with focus in Business Analytics and Operations
- Bachelor's degree in Management Science and Finance from MIT

## Latest updates

- **2025-08** — Joined Coactive AI as Chief of Staff to the CEO
- **2024-05** — Coactive AI raised $30M Series B co-led by Cherryrock Capital and Emerson Collective, with participation from a16z and Bessemer Venture Partners

## Links

- Website: https://coactive.ai
- LinkedIn: http://www.linkedin.com/in/pmlee

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Profile page: https://yespress.io/peter-lee
Published by YesPress — https://yespress.io
Last updated: 2026-05-11