Be More Than A Fiduciary

Jonathan Lee: A CHRO's Perspective


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As Vice President of Human Resources at Glazer’s Beer & Beverage, Jonathan collaborates with his GBB colleagues to establish, implement, and improve people strategies and processes.


Prior to joining GBB, Jonathan held HR executive roles across various industries, spanning over 20 years. His previous roles include stops at M&M Manufacturing (a Berkshire Hathaway operating company), Southern Glazer’s Wine & Spirits, Lennox International, Carrier Enterprise, and Alliance Data (now Bread Financial). Jonathan earned his BBA from Southern Methodist University in Dallas, TX, and his MBA from Regis University in Denver, CO.


Jonathan resides in Plano, TX, with his wife and has two grown children. He spends his free time running, learning how to play the piano, and spending time with friends.


In this episode, Eric and Jonathan Lee discuss:

  • Patience and Integrity in HR Careers
  • Attracting and Retaining the Right Talent
  • The Power of Education and Clarity
  • HR’s Role in Enterprise Value


Key Takeaways:

  • Young HR professionals succeed by being patient, understanding their role, asking questions, and holding firm to integrity.
  • The ongoing challenge is finding employees who fit both technically and culturally, while keeping them engaged with meaningful work.
  • HR plays a critical role in helping employees—especially younger ones—understand savings, benefits, and the link between financial and health decisions.
  • HR is not just a cost center but a driver of organizational value when it partners with service providers and aligns employee well-being with company success.


“At the end of the day, regardless of whatever role you have, your integrity is really all you have. That's what you trade with. So let your actions speak louder than your words, and let your words be consistent with your actions.” - Jonathan Lee


Connect with Jonathan Lee:

Website: https://www.glazersbeer.com/ 

LinkedIn: https://www.linkedin.com/in/jonathanhlee/ 


Connect with Eric Dyson: 

Website: https://90northllc.com/

Phone: 940-248-4800

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/401kguy/ 


The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change


It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.


The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

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Be More Than A FiduciaryBy Eric Dyson

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