Fundstrat Global Advisors stands as a premier research boutique dedicated to supporting a diverse clientele, including institutional investors, wealth advisors, pension funds, family offices, and high-net-worth individuals. An independent research provider, we offer innovative, unbiased intelligence for a fresh perspective our clients can use to make highly informed, high-value investment decisions.

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Thomas J. Lee, CFA

Co-Founder, 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.

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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.