Our Team


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.

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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

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.

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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

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.

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Mr. Vasilakos is a graduate of Hofstra University and holds an MBA in International Finance from St. John’s University.

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.

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Mr. Carroll earned a BS from the Villanova School of Business at Villanova University.

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.

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Ms. Chen earned a BEng (Hons) in Mechanical Engineering and a BSc with dual majors in Information Technology and Mathematics from The University of Western Australia.

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.

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Tom served as a member and Vice Chairman of the Advisory Committee on International Economic Policy of the U.S. Department of State. He holds a B.A. degree in Political Science from The American University.

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.

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Mr. Doctor is an Electrical Engineer and holds Marketing and Finance MBAs from India’s prestigious Indian Institute of Management, Ahmedabad.



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.

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Mr. Sluymer received a graduate degree in Business Administration from Brock University in Ontario, Canada. He is a CFA charterholder and regularly appears on CNBC and Bloomberg television.

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.

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Ken holds a B.S. degree in Management, Economics from Purdue University and an M.S. degree in Operations Research from Columbia University.

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.

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Alex Kern holds a B.A. in History from the University of Pennsylvania.