Team | Fundstrat

Our Team

Leadership

Thomas J. Lee, CFA – Managing Partner

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 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.

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

John Bai – Managing Partner

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 most recently 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.

Adam Klein, CPA – Chief Financial Officer

Adam Klein is Chief Financial Officer at Fundstrat Global Advisors. Most recently, Adam spent 3 years as the Senior Controller at Jafra Capital Management LP, a long/short macro hedge fund. Adam joined Jafra pre-luanch where he built out their middle and back office infrastructure and headed up their financial reporting and trading operations. Prior to Jafra, Adam spent nine years with Omega Advisors, Inc., as an assistant controller who oversaw the fund accounting and operations for several flagship Omega funds as well as a several managed accounts with net asset values totaling in excess of $2.0 billion. Adam began his career in 2004 at Ernst & Young LLP, where he worked as an auditor in the asset management office covering hedge funds, private equity firms and insurance companies.

Adam earned his B.A. degree from the University of Oregon and his MBA from Baruch College’s Zicklin School of Business.

Sales

Bill Vasilakos

Bill Vasilakos is a Managing Director and Institutional Equity Salesperson at Fundstrat Global Advisors. He has over 20 years of experience in both research and sales beginning his career at Merrill Lynch in the Market Analysis Group and has worked at RBC Capital Markets as an Institutional Equities Salesperson. He recently was with Empirical Research Partners as a Senior Institutional Equity Salesperson.

Mr. Vasilakos is a graduate of Hofstra University and holds an MBA in International Finance from St. John’s University.

Jay Kreske

Jay Kreske is a Managing Director and Institutional Salesperson at Fundstrat Global Advisors. Jay has over 25 years of experience serving institutional clients at major Wall Street firms including JP Morgan, Deutsche Bank and Mizuho Securities.

Jay graduated with degrees in Finance and Marketing from the University of Wisconsin – Milwaukee and holds an MBA from The Booth School of Business at the University of Chicago.

Research

L . Thomas Block

L. Thomas Block is the Washington Policy Strategist at Fundstrat, 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 where he started the Government Relations program for one of the nation’s 20 largest banks. Additionally, he previously worked in Washington and held several positions with members of the House and Senate, serving as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate. He has also worked on political campaigns both as a strategist and speechwriter.

Tom served as a member and Vice Chairman of the Advisory Committee on International Economic Policy of the U.S. Department of State. He holds a B.A. degree in Political Science from The American University.

Ken Xuan, CFA, FRM

Ken Xuan is a Quantitative Analyst at Fundstrat Global Advisors where he optimizes and tests Fundstrat’s proprietary portfolio models. He also manages and maintains Fundstrat’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant.

Ken holds a B.S. degree in Management, Economics from Purdue University and an M.S. degree in Operations Research from Columbia University.

David Grider, CFA

David Grider is a Director and Senior Research Analyst at Fundstrat Global Advisors. He oversees the firms emerging technology research within the blockchain, cryptocurrency, fintech and internet space. Most recently, he was a Founding General Partner at Aenigma, a digital asset focused venture capital fund and investment banking advisory firm. Previously, he worked at PwC in the Financial Instruments, Structured Products & Real Estate group performing investment valuation consulting. David began his career on Wall Street in 2012 at Noble Financial as a Vice President of Equity Capital Markets.

Mr. Grider received a B.A in Accounting from Florida Atlantic University and is a CFA charterholder.

Jax Nussbaum

Jax Nussbaum is a Research Associate at Fundstrat Global Advisors. He most recently worked as a Business Analyst at Monday Properties, a commercial real estate investor and operator.

Jax holds a B.S. in Finance and Data Science from NYU Stern.

Armando Aguilar

Armando Aguilar is a Vice President of Digital Asset Strategy at Fundstrat Global Advisors. Armando has over 5 years of experience in the international capital markets covering the Latin America and Caribbean region having previously worked at BNP Paribas and Natixis where he helped governments, Quasi-sovereign institutions, corporates, and financial institutions raise capital. Armando has been investing in the blockchain and cryptocurrency space since 2014.

Sean Farrell

Sean Farrell is a Vice President of Digital Asset Strategy at Fundstrat Global Advisors. Prior to joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Sean holds a B.S. in Finance from Lehigh University.

Carrie Presley

Carrie is a Vice President and Head of Video Production at Fundstrat Global Advisors. Carrie develops instructional programs while cultivating the FSInsight investor community through various mediums such as video and social media.