Investor and financial figure profile
Tom Lee
Fundstrat cofounder and Fundstrat Capital investment executive.
Profile and relationships last checked .
About Tom Lee
Lee cofounded Fundstrat in September 2014 after working at J.P. Morgan from 1999 to 2014, where he became chief equity strategist. Earlier roles included telecommunications research and small-cap and restructuring analysis. He founded Fundstrat Capital in spring 2024 and serves as its CIO and lead portfolio manager for the Granny Shots U.S. Large Cap ETF, while retaining his Fundstrat research role. The team biography also records a Bitmine board-chair appointment in June 2025. He earned an economics degree at Wharton and is a CFA charterholder, connecting research, fund management and a separate public-company role.
Career and perspective
- Cofounder and head of research at Fundstrat.
- Founded Fundstrat Capital in 2024.
Organizations and relationships
Fundstrat Capital
FounderFundstrat cofounder and Fundstrat Capital investment executive.
Sources and editorial review
These primary sources support the profile and relationships. Biographies are original summaries; roles may change after the review date.