Thomas J. Lee, CFA
Co-Founder, Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. 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 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. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
John Bai
Co-Founder, Head of Sales
John Bai is a Managing Partner and the Head of Sales at Fundstrat Global Advisors. John possesses extensive knowledge of all major hedge funds in the US and Asia through his 25-plus years of experience in finance. Prior to co-founding Fundstrat, John served as Head of Asia and US Equity Sales at Mizuho Securities USA Inc. from 2009 to 2014. He worked previously as Head of Hedge Fund Sales at Calyon Securities Inc. (CLSA) and Head of Asia Equity Sales at ING Barings, and was the top producer in sales while working at CLSA and Mizuho Securities. Mr. Bai earned a BS in Electrical Engineering from Columbia University and holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business.
Adam Klein
Chief Financial Officer
Adam Klein is Chief Financial Officer at Fundstrat Global Advisors. Most recently, Adam spent 3 years as the Senior Controller at Jafra Capital Management LP, a long/short macro hedge fund. Adam joined Jafra pre-launch, building out their middle and back office infrastructure, and headed up their financial reporting and trading operations. Prior to Jafra, Adam spent nine years with Omega Advisors Inc. as an assistant controller, overseeing the fund accounting and operations for several flagship Omega funds as well as a several managed accounts with net asset values totaling in excess of $2 billion. Adam began his career in 2004 at Ernst & Young LLP, where he worked as an auditor in the asset management office covering hedge funds, private equity firms, and insurance companies.
John Bai
Co-Founder, Head of Sales
John Bai is a Managing Partner and the Head of Sales at Fundstrat Global Advisors. John possesses extensive knowledge of all major hedge funds in the US and Asia through his 25-plus years of experience in finance. Prior to co-founding Fundstrat, John served as Head of Asia and US Equity Sales at Mizuho Securities USA Inc. from 2009 to 2014. He worked previously as Head of Hedge Fund Sales at Calyon Securities Inc. (CLSA) and Head of Asia Equity Sales at ING Barings, and was the top producer in sales while working at CLSA and Mizuho Securities. Mr. Bai earned a BS in Electrical Engineering from Columbia University and holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business.
Bill Vasilakos
Managing Director and Institutional Equity Salesperson
Bill Vasilakos is a Managing Director and Institutional Equity salesperson at Fundstrat Global Advisors. He has over 20 years of experience in research and sales. Bill began his career in the Market Analysis Group at Merrill Lynch and has worked at RBC Capital Markets as an Institutional Equity salesperson. Mr. Vasilakos is a graduate of Hofstra University and holds an MBA in International Finance from St. John’s University.
Mike Longthorne
Managing Director and Institutional Salesperson
Mike Longthorne is a Managing Director and Institutional Equity salesperson at Fundstrat Global Advisors. He is a respected industry veteran with 30 years of experience in Institutional Equity sales. Currently based in New York, Mike has lived and worked throughout the world. Mike holds an MSc in Economics from the London School of Economics.
Thomas J. Lee, CFA
Co-Founder, Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. 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 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. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Mark L. Newton, CMT
Managing Director, Head of Technical Strategy
As former managing member/owner of Newton Advisors LLC, Mark has over 25 years of buy- and sell-side experience. Before Fundstrat, he worked at Diamondback Capital Management, and at Morgan Stanley, as a technical strategist. Mark has traded equity options as a market maker / floor trader on the CBOE, and has worked in risk management. He is a member of the Market Technicians Association, and former member of the CBOE, CBOT, and PHLX. He makes regular appearances on CNBC, FOX Business, and Bloomberg. Mark graduated with a BS in Finance from Virginia Tech in 1991, obtaining his Chartered Market Technician designation in 2002.
Sean Farrell
Head of Digital Asset Strategy
Sean Farrell is the Head of Digital Asset Strategy at Fundstrat Global Advisors. Prior to joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.
L . Thomas Block
Washington Policy Strategist
L. Thomas Block is the Washington Policy Strategist at Fundstrat, and also President of Tom Block Consults, a public policy consulting firm. Tom had a 21-year career at J.P. Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product. For 17 years he served as the senior lobbyist responsible for managing political relationships with the U.S. government, state and local governments, as well as the E.U. and its member states. He created the bank’s E.U. Government Relations program. Prior to joining J.P. Morgan in 1987, Tom was a vice president at Irving Trust Company, one of the nation’s 20 largest banks, where he started the Government Relations program. He has held several positions with members of the House and Senate, serving as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate. Tom has also worked on political campaigns, both as a strategist and speechwriter. He served as a member and Vice Chairman of the Advisory Committee on International Economic Policy at the U.S. Department of State.
Ken Xuan, CFA, FRM
Head of Data Science Research
Ken Xuan is the Head of Data Science at Fundstrat, where he optimizes the firm’s proprietary portfolio models and maintains the cryptocurrency and blockchain databases. He started his career at West Monroe Partners as an operations strategy consultant. Ken holds B.S. degrees in Management and Economics from Purdue University and an M.S. degree in Operations Research from Columbia University.
Kent Fung
Vice President, Market Intelligence
Kent Fung is a Vice President in Market Intelligence at Fundstrat Global Advisors. Prior to joining Fundstrat, Kent was a senior operational risk research analyst at Algorithmics, an IBM company. He holds a B.A. in Economics from the University of Chicago.
Tom Couture
Vice President, Digital Asset Strategy
Tom Couture is the Vice President of Digital Asset Strategy at Fundstrat Global Advisors. Prior to Fundstrat, Tom worked as a management consultant in KPMG’s Financial Services Solutions group. Tom holds a B.A. in Finance and Business Analytics from Villanova University.
Alexandra Sinsheimer
Research Associate
Alexa Sinsheimer is a Research Associate at Fundstrat Global Advisors. She graduated Cum Laude from the University of Pennsylvania with a B.A. in Political Science and a concentration in Political Economy.
Maximilian Motz
Research Associate
Max Motz is a Research Associate at Fundstrat. Previously, he interned at Diamond Standard, where he authored a comprehensive work on diamond investments. Max graduated magna cum laude from Tulane University with a B.S. in Finance and Computer Science and a minor in Accounting.
Ilan Farabi
Research Associate
Ilan Farabi is a Research Associate at Fundstrat Global Advisors. Previously, he interned in Financial Planning and Software Development for MassMutual and United Wholesale Mortgage. Ilan graduated from The University of Michigan with a B.S. in Economics and a minor in Computer Science.
Davíd Lavie
Vice President, Market Intelligence
Davíd Lavie is a Vice President in Market Intelligence at Fundstrat Global Advisors. A published writer and editor with extensive experience in equity research and marketing communications, Davíd has helped major banks and universities refine their message via brand-rooted, voice-driven texts. He holds a B.A. in English Literature from Brandeis University.
Thomas J. Lee, CFA
Portfolio Manager for the Sub-Advisor
Thomas J. Lee is a Portfolio Manager, Managing Director, and the Head of Research at the Sub-Advisor. Tom co-founded Fundstrat Global Advisors (an affiliate of the Sub-Advisor), a research advisory firm serving clients in over 26 countries, in 2014. Prior to co-founding Fundstrat Global Advisors, he served 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. Tom graduated from the University of Pennsylvania/Wharton School of Business with a BSE in Economics and a dual concentration in Finance and Accounting. He is a CFA® charter holder.
Ken Xuan, CFA, FRM
Portfolio Manager for the Sub-Advisor
Ken Xuan is a Portfolio Manager at the Sub-Advisor, and the Head of Data Science at Fundstrat Global Advisors, where he maintains and optimizes the firm’s proprietary portfolio and quant models for constructing portfolios and selecting stocks. He is also responsible for all data-related tasks, including identifying relevant alternative data sources, maintaining and updating the database, and automating reports. Before joining Fundstrat Global Advisors in 2017, he worked at West Monroe Partners and Chinese EV manufacturer BYD Motors Inc. Ken holds B.S. degrees in Management and Economics from Purdue University and an M.S. degree in Operations Research from Columbia University. He is a CFA® charter holder and an FRM-Certified Professional.
Steve Quinn
Managing Director
Steve is the Managing Director of Fundstrat Capital LLC. An experienced finance professional and an entrepreneur with a strong background in asset management, Steve co-founded VelocityShares, growing the firm to over $2 billion in AUM before selling it to Janus Henderson, where he further expanded the ETF business to $6.5 billion in AUM. He spent nearly a decade at JPMorgan, leading initiatives in the telecom, internet, and media sectors and working as the wireless sector specialist under Tom Lee. Steve holds a B.S. from Fordham University and an MBA from New York University.
Carrie Presley
Vice President, Head of Media
Carrie Presley is the Head of Media Production at Fundstrat. With over 15 years of expertise in corporate accounting, Carrie has gained national recognition for her innovative contributions to instructional media technology. She holds a BBA in Accounting from the University of Oklahoma.
Diego Czul
Head of Technology
Prior to joining Fundstrat, Diego Czul founded Crypto Terminal, an AI- and NLP-powered portal for crypto news. An expert on AI technology, web development, and online marketing, Diego holds a B.A. in Computer Engineering from Concordia University in Montreal, Canada.