Tom Lee & Tom Block with Council of Economic Education
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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.

L . Thomas Block
Washington Policy Strategist
Formerly Global Head of Government Relations at J.P. Morgan for 21 years, and previously served as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate.

Nan J. Morrison
President & CEO of the Council for Economic Education
She has overall responsibility for deepening and expanding CEE’s work to deliver on its mission, including working closely with CEE’s over 200 affiliates across the country. This role marries her passion to give kids the tools and confidence to achieve their dreams with her experience in the business world, to keep CEE’s mission relevant and leadership in the field strong.