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Leadership
Thomas J. Lee, CFA
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 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.
John Bai
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 most recently 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.
Bill Vasilakos
Bill Vasilakos is a Managing Director and Institutional Equity Salesperson at Fundstrat Global Advisors. He has over 20 years of experience in both research and sales beginning his career at Merrill Lynch in the Market Analysis Group and has worked at RBC Capital Markets as an Institutional Equities Salesperson. He recently was with Empirical Research Partners as a Senior Institutional Equity Salesperson.
Ed Ho
Ed Ho is a Managing Director, Institutional Equity Salesperson and head of Product Development at Fundstrat Global Advisors. He has over 30 years of experience in alternative investments, asset management and investment advisory. He recently was CEO of IQCIO, LLC and has had senior management and sales roles at Merrill Lynch Investment Banking and UBS Asset Management.
Matt Carroll
Matt Carroll is a Director and Institutional Equity Salesperson at Fundstrat Global Advisors. Most recently, he served as an Associate Director in the business development group at Invesco Ltd. Prior to this, he served in sales roles at JPMorgan Asset Management and UBS Wealth Management.
Tzu-Wen Chen
Tzu-Wen Chen is a General and Operations Manager at Fundstrat Global Advisors. Most recently, she served as Client Services Manager at Rapid Ratings International, an independent corporate risk boutique. Prior to this, she worked in forex research at Forex Capital Markets. She also served as Senior Project Engineer at BHP Billiton and Transfield-Worley, managing portfolios of oil and gas projects.
L . Thomas Block
L. Thomas Block is the Washington Policy Strategist at Fundstrat, and also President of Tom Block Consults, a public policy consulting firm. Prior to starting his firm, Tom had a 21-year career at JP Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product for the firm. For 17 years he served as the senior lobbyist responsible for managing political relationships with the US government, state and local governments, and the EU and its member states. He created the bank’s EU Government Relations program. Prior to joining JP Morgan Chase in 1987, Tom was a vice president at Irving Trust Company where he started the Government Relations program for one of the nation’s 20 largest banks. Additionally, he previously worked in Washington and 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. He has also worked on political campaigns both as a strategist and speechwriter.
Sam Doctor
Sam Doctor is a Managing Director and Quantamental Strategist at Fundstrat Global Advisors. He was a former US Small and Mid Cap Technology Analyst and India Small / Mid Cap Strategist at J.P.Morgan Chase from 2002 through 2008. He began his career at JPMorgan in 2001 as part of the Capital Structure and Ratings Advisory group in the Investment Bank. Most recently Mr. Doctor founded a financial consulting firm advising technology clients on investment, budgeting and sourcing decisions, and co-founded an education startup. Mr. Doctor is an active member of Mensa USA.
Robert Sluymer
Robert Sluymer is a Managing Director and Technical Strategist at Fundstrat Global Advisors, with over 25 years of expertise in investment research and technical analysis. He started his career with RBC Capital Markets in Toronto in 1991 as a Research Associate, and later moved to New York where he served as a Managing Director leading RBC’s U.S. Technical Research team. Robert’s technical approach marries a top down intra-market analysis with a bottom-up, stock by stock methodology that applies momentum, to identify turning points with a focus on relative performance to locate shifts in leadership.
Ken Xuan
Ken Xuan is a Quantitative Analyst at Fundstrat Global Advisors where he optimizes and tests Fundstrat’s proprietary portfolio models. He also manages and maintains Fundstrat’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant.
Alex Kern
Alex Kern is a Research Analyst at Fundstrat Global Advisors. Mostly recently he was with Digital Currency Group, where he conducted research and advised Fortune 500 companies on blockchain technology and cryptocurrencies. Prior to this he was an Equity Research Associate at Cowen where he covered financial technology and payments companies.
Kelsey Burhans
Kelsey Burhans is a Research Analyst at Fundstrat Global Advisors. She began her career at Stephens, Inc. as an Equity Research Associate in Specialty Finance. Within this space, she covered seven subsectors including aircraft lessors, auto finance, and subprime installment.