2021 Forbes/SHOOK Top Advisor Summit
The Fifth Annual Event Will Bring Together America’s Most Distinguished Wealth Advisors and Industry Leaders in Las Vegas on October 4-6, 2021
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Panel of Speakers
Tom Lee, CFA AC
Co-founder and 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.
Ron Insana
Senior Advisor, Schroders
Ronald G. Insana is an American finance reporter, author and former hedge fund manager. He presents the Market Score Board Report with Ron Insana radio show, syndicated by Compass, and is a senior analyst and commentator at CNBC.