Our Team
Tom Lee, CFA
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at FS Insight. 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 FS Insight, 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
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.
L . Thomas Block
Washington Policy Strategist
L. Thomas Block is the Washington Policy Strategist at FS Insight, 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.
Sean Farrell
Head of Crypto Strategy
Sean Farrell is the Head of Crypto Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
Mark L. Newton, CMT
Head of Technical Strategy
Mark L. Newton is the Head of Technical Strategy at FS Insight. As a former managing member/Owner of Newton Advisors LLC, Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley in New York City as their technical strategist. Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE and worked in risk management. Mark is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX.
Ken Xuan, CFA, FRM
Head of Data Science Research
Ken Xuan is the Head of Data Science Research at FS Insight where he optimizes and tests FS Insight’s proprietary portfolio models. He also manages and maintains FS Insight’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant.
Tom Couture
Vice President of Crypto Strategy
Tom Couture is the Vice President of Crypto Strategy at FS Insight. Prior to working at FS Insight, Tom worked at KPMG as a management consultant in their Financial Services Solutions group. Tom holds a B.A. in Finance and Business analytics from Villanova University.
Diego Czul
Web Developer
Mr. Czul’s experience in technology covers Bioinformatics, Aerospace Engineering, and Algorithmic Trading in financial markets. He has developed extensive information systems involving real-time data in fixed income, forex, commodity and cryptocurrencies powered by artificial intelligence and natural language processing. Cryptocurrency enthusiast since 2014, his expertise covers AI, technology, data-mining, blockchain, cryptocurrency and macroeconomic trading.
Kent Fung
Vice President
Kent Fung is a Vice President at FS Insight. Prior to joining FS Insight, 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.
Carrie Presley
Head of Media Production
Carrie Presley is the Head of Media Production at FS Insight. Carrie has over 10 years of corporate accounting experience and is nationally recognized for instructional innovations in technology. Most recently, Carrie founded a blockchain software engineering and education company, developing programs for decentralized applications. Carrie received her BBA from the University of Oklahoma in Accounting.
Alexa 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 FS Insight. Prior to working at FS Insight, Max interned at Diamond Standard where he spent his time writing a comprehensive 44-page book 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.