Tom Lee
Co-Founder & Head of Research, Fundstrat Global Advisors; Former Chief Equity Strategist, JP Morgan Chase & Co.
Speaker
Tom Lee is the Co-Founder and Head of Research at Fundstrat Global Advisors, a leading independent research and market strategy firm providing insight to institutional investors, corporations, and family offices worldwide. With over 25 years of experience in equity research, macro strategy, and market forecasting, Tom is widely recognized as one of Wall Street’s most respected and influential financial strategists.
Prior to founding Fundstrat in 2014, Tom served as Chief Equity Strategist at J.P. Morgan Chase & Co., where he advised global investors on U.S. equities and market cycles. Earlier in his career, he held senior research roles at Salomon Smith Barney and Kidder Peabody, where he developed deep expertise in corporate earnings analysis, sector strategy, and macroeconomic trends.
A graduate of the Wharton School at the University of Pennsylvania and a Chartered Financial Analyst (CFA), Tom is frequently featured as an expert commentator on CNBC, Bloomberg, Fox Business, and major global financial media. His independent, data-driven, and often contrarian analyses have earned him a reputation for identifying key inflection points in markets before consensus forms.
Tom is also an early institutional advocate for blockchain, cryptocurrency, and artificial intelligence as transformative forces in global finance. As a proud Korean American, he remains an advocate for increasing Asian American representation and leadership in the financial industry and mainstream media.
Tom Lee
Co-Founder & Head of Research,
Fundstrat Global Advisors;
Former Chief Equity Strategist,
JP Morgan Chase & Co.
Tom Lee is the Co-Founder and Head of Research at Fundstrat Global Advisors, a leading independent research and market strategy firm providing insight to institutional investors, corporations, and family offices worldwide. With over 25 years of experience in equity research, macro strategy, and market forecasting, Tom is widely recognized as one of Wall Street’s most respected and influential financial strategists.
Prior to founding Fundstrat in 2014, Tom served as Chief Equity Strategist at J.P. Morgan Chase & Co., where he advised global investors on U.S. equities and market cycles. Earlier in his career, he held senior research roles at Salomon Smith Barney and Kidder Peabody, where he developed deep expertise in corporate earnings analysis, sector strategy, and macroeconomic trends.
A graduate of the Wharton School at the University of Pennsylvania and a Chartered Financial Analyst (CFA), Tom is frequently featured as an expert commentator on CNBC, Bloomberg, Fox Business, and major global financial media. His independent, data-driven, and often contrarian analyses have earned him a reputation for identifying key inflection points in markets before consensus forms.
Tom is also an early institutional advocate for blockchain, cryptocurrency, and artificial intelligence as transformative forces in global finance. As a proud Korean American, he remains an advocate for increasing Asian American representation and leadership in the financial industry and mainstream media.