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-launch 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

Mike Longthorne

Mike Longthorne is a Managing Director and Institutional Salesperson at Fundstrat Global Advisors. He is a respected industry veteran with 30 years of experience in institutional equity sales. Currently based in New York, Mike has worked and lived throughout the world, successfully serving clients at major US, European, and Asian investment banks.

Mike holds a master’s degree in international economics from the London School of Economics.

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.

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.

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.

Sean Farrell

Sean Farrell is the Head 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.

Mark L. Newton, CMT

Mark L. Newton is a Managing Director and Head of Technical Strategy at Fundstrat Global Advisors. As a former managing member/Owner of Newton Advisors LLC, Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley in New York City as their technical strategist. Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE and worked in risk management. Mark is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX.

Mark graduated with a BS in Finance from Virginia Tech in 1991 and obtained his Chartered Market Technician designation in 2002.

Ken Xuan, CFA, FRM

Ken Xuan is the Head of Data Science 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.

Matt Cerminaro

Matt Cerminaro is a Research Associate at Fundstrat Global Advisors. Prior to joining Fundstrat, Matt interned at Fitch Ratings and was a frequent contributor on Seeking Alpha under the pseudonym “The Black Sheep”.

Matt graduated from Union College with a B.A. in Economics, minor in Classics, and was a member of the Dutchman football team.

Henry Contreras

Henry Contreras is an Associate of Digital Asset Strategy at Fundstrat Global Advisors. Prior to joining Fundstrat, Henry worked at BlackRock as a Corporate Finance rotational analyst.

Henry holds a B.B.A in Finance from The College of William and Mary.

Tom Couture

Tom Couture is an Associate of Digital Asset Strategy at Fundstrat Global Advisors. Prior to working at Fundstrat, Tom worked at KPMG as a management consultant in their Financial Services Solutions group. Tom holds a B.A. in Finance and Business Analytics from Villanova University.

Kent Fung

Kent Fung is a Vice President at Fundstrat Global Advisors. Prior to joining Furdstrat, Kent was a senior operational risk research analyst at Algorithmics, an IBM company.

He holds a B.A. in Economics from the University of Chicago.

Carrie Presley

Carrie is a Vice President and Head of Video Production at Fundstrat Global Advisors. Carrie has over 10 years of corporate accounting experience and is nationally recognized for instructional innovations in technology. Most recently, Carrie founded a blockchain software engineering and education company, developing programs for decentralized applications.

Carrie received her BBA from the University of Oklahoma in Accounting.

Alexandra Sinsheimer

Alexa Sinsheimer is a Research Associate at Fundstrat Global Advisors. She most recently worked at a sustainable e-commerce start-up, where she managed strategy and operations.

Alexa holds a B.A. in Political Science from the University of Pennsylvania.

Walter Teng, CFA

Walter Teng is the Vice President of Digital Asset Strategy at Fundstrat Global Advisors. Previously, he has held roles at Amazon and other PropTech startups.

Walter holds a BA in Economics from University of Michigan and Msc in Financial Analysis from London Business School.

Diego Czul

Prior to joining Fundstrat, Diego Czul founded Crypto Terminal, an AI and NLP powered portal for crypto news. Expert on AI technology, web development and online marketing.

Diego Czul holds a BA in Computer Engineering from Concordia University in Montreal, Canada.

Maximilian Motz

Max Motz is a Research Associate at Fundstrat Global Advisors. Prior to working at Fundstrat, Max interned at Diamond Standard where he spent his time writing a comprehensive 44-page book on diamond investments.

Max graduated magna cum laude from Tulane University with a B.S. in Finance and Computer Science and a minor in Accounting