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

Matt Diaz

Matthew Diaz is a Sales Associate at Fundstrat Global Advisors. Prior to joining Fundstrat Global Advisors, he was an Intern at Madison Avenue Partners, a special situation hedge fund.

Matthew holds a B.S. in Industrial Engineering and Operations Research with a concentration in Engineering Management Systems from Columbia 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.

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.

Adam Gould, CFA

Adam Gould is a Managing Director and Head of Quantitative Research at Fundstrat Global Advisors. He has over 20 years of experience on Wall Street, focusing primarily on quantitative strategies and research. Before his time at S&P Dow Jones Indices, Adam spent 5 years at Nomura/Instinet on the Quantitative Investment Strategy team focusing on portfolio strategy and quantitative research. He worked in similar roles at Morgan Stanley and Empirical Research Partners where he designed and developed quantitative equity models and other portfolio strategy themes.

Bachelor of Science and a Master of Engineering in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology.

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.

Brian Rauscher, CFA

Brian Rauscher is the Head of Global Portfolio Strategy and Asset Allocation at Fundstrat Global Advisors. He has been on Wall Street for over two decades. Prior to joining Fundstrat, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund. From 2004-2009, Brian Rauscher served as Director of Portfolio Strategy and Director of Research at Brown Brothers Harriman. His auspicious career began at Morgan Stanley where he worked for five years as an Investment Strategist on the team of Wall Street legend, Byron Wien.

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.

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.

John Bush

John Bush is a Research Associate at Fundstrat Global Advisors. He was previously an intern at Chimera Investment Corporation, a mortgage REIT. He holds a B.S. in Operations Research and Information Engineering from Cornell University.

Jonathan Lesser

Jonathan Lesser is a Vice President on the Portfolio Strategy team at Fundstrat Global Advisors with more than 25 years of experience in investment strategy and research. He was most recently with RW Baird & Co. where he was responsible for developing and maintaining the Global Portfolio Strategy data platform. He brings a wealth of experience combining two decades of programming skills that help develop proprietary algorithms and analytics, which contribute to the generation of research ideas. Prior to working at Baird, Jonathan has worked at Fortress Investment Group helping to provide investment ideas on the Global Macro Fund as well as Brown Brothers Harriman where he was a member of the Portfolio Strategy team.

Will McEvoy

Will McEvoy is an Associate of Digital Asset Strategy at Fundstrat Global Advisors and brings three years of experience in strategic finance, data analysis, and digital asset investing. Prior to joining Fundstrat, he was Assistant Vice President at Dynasty Financial Partners, where he built the firm’s Strategic Finance & Analysis product.

Most recently, he devised research on the implementation of stablecoins within traditional asset management. Will is passionate about digital assets, having made personal investments in Layer 1 blockchains, Layer 2 scaling solutions, DeFi protocols, Web3 assets, and NFTs.

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.

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.

Chris Robb

Prior to joining Fundstrat Global Advisors, Chris was a Senior Research Analyst at Dentons. Previously he was a Policy & Supervision Analyst at the Conference of State Bank Supervisors. He worked in both the legislative and executive branch in Washington DC. Chris also founded a FinTech company in 2015.

Jack Runge

Jack Runge is an Associate of Digital Asset Strategy at Fundstrat Global Advisors. He was previously at Capital One’s Auto Finance division where he helped revamp their pricing structure and modeling around loan-level cash flow and dealer financial health predictions.

Jack holds a B.S. in Nuclear Engineering from Texas A&M.

Walter Teng

Walter Teng is an Associate 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, Msc in Financial Analysis from London Business School, and has passed 3 levels of the CFA Examinations.