Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors and FSInsight.com. He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. He is a CFA charter holder and is an active member of NYSSA and the NY Economic Club. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.