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Thomas Lee, CFA
Fundstrat research is led by Thomas Lee, who has over 25 years of experience in equity research. He served most recently as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. He has been top ranked by Institutional Investor (II) every year since 1998. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy, and Telecom Services. He has previously served as Managing Director at Salomon Smith Barney. He is a CFA® charter holder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY. He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting
