Tom Lee
Tom Lee is Co-Founder, Managing Partner and Head of Research at Fundstrat Global Advisors, one of the most prominent financial research firms. Lee is an accomplished Wall Street macro strategist with over 30 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. He is also one of the great luminaries of cryptocurrency and finance Twitter, recognized for his research in equity markets and fast-growing technology fields such as digital assets and wireless tech. Prior to co-founding Fundstrat Global Advisors, Lee served most recently as J.P. Morgan’s Chief Equity Strategist, and previously as Managing Director at Salomon Smith Barney. His early career includes notable roles as a telecommunications equity research analyst and a small-cap equity/bankruptcy/reorg strategist at various firms.
Tom Lee Professional Experience / Academic History
Professional Experience
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Co-Founder, Managing Partner and the Head of Research
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Managing Director and Chief Equity Strategist
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Managing Director
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Vice President
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Research Associate
Academic History
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B.S.E., Accounting and Finance
Fundstrat stands as a premier research boutique dedicated to supporting a diverse clientele, including institutional investors, wealth advisors, pension funds, family offices, and high-net-worth individuals.
Lee also publishes market updates 3 times a week, along with analysis of vital financial headlines.
He also provides a daily video 5 times per week, one of our clients’ favorite products.
CRYPTOCURRENCY & COMMENTARY
Tom Lee is one of the great luminaries of cryptocurrency and finance Twitter.
A prominent voice in the financial sector, Lee has commented on Bitcoin’s price many times over the years, sometimes giving specific price expectations.
According to him, Bitcoin is only profitable to buy and sell 10 days per year — otherwise, he advises to just buy and hold it.
His bullish take on Bitcoin could cause traders to act, potentially propelling Bitcoin even higher.
INVESTMENT APPROACH
Lee’s work is grounded in evidence and data, often offering a contrarian and unique perspective.
He is known for his data-driven approach as well as his identification of secular drivers of market forces such as generational shifts, leverage cycle of technological disruption.
His clients view his work as both contrarian and highly differentiated, as he incorporates an extensive study of historical fundamentals, reliance on credit and cross-market leading indicators, as well as market-based views driven by positioning and sentiment.
MEDIA & APPEARANCES
Lee has appeared and been featured in various financial media outlets and publications.
He has appeared in The Wall Street Journal, Forbes, Bloomberg, Fortune, The Economic Times, Yahoo! Finance, CNBC, CoinDesk, Cointelegraph, The Block, MarketWatch, and MoneyShow, among others.