Thomas (Tom) Lee
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Thomas Jong Lee, commonly known as “Tom” Lee is an Asian American macro investment strategist, businessman, media personality, full-time CNBC contributor [1], entrepreneur, venture capital investor, and real estate investor. Lee is known for his evidence-based approach to macro research, which holistically incorporates fundamental, macroeconomic, cross market, technical and survey analysis to service market and strategy views.
Lee has been profiled by national media including the Wall Street Journal which featured Lee as the cover article, Thomas Lee Said 'Buy' as COVID-19 Caused Stock Market Meltdown [2] based on the investor response to several high profile investment calls made in 2020.
Lee is the first major Wall Street Strategist to provide formal research coverage of Bitcoin to his clients which was covered by the media at that time. [3] His research has been quoted on CNBC, Forbes, MSN, Fox Business, Bloomberg, Reuters, Yahoo Finance, Business Insider, Seeking Alpha, Wall Street Journal, and CNN as well as on his social media platforms such as Twitter, Instagram, and TikTok.
Lee's research has also attracted critics, as the evidence-based approach often clashes with conventional wisdom. In 2002, a publicly listed company Nextel was critical of Lee's research, who was at the time, a research analyst at JPMorgan. This discord gained national media attention and was profiled in the November 22, 2002 Wall Street Journal article, Unhappy Firm Bites Back: Nextel Says, Analyze This.[4]
Lee's retweets from James Todoro [5] in early August 2020 sparked controversy as highlighted by the September 9, 2020 CNN article, A New Front in Coronavirus Disinformation: Wall Street Research [6] stating Lee's retweets of Todaro's tweets as alleged coronavirus misinformation. Lee has also appeared on CNN Business's MarketsNow. [7]
In 2014, when Lee started his own research boutique advisory firm, Fundstrat, there were multiple national media articles profiling his departure from J.P. Morgan Chase & Co. [8] [9] [10] Lee is the co-founder of Fundstrat Global Advisors and currently serves as the Head of Research for Fundstrat Global Advisors and is an advisor to NewEdge Wealth, a CT-based wealth management firm [11].
Business Career[edit]
Prior to co-founding Fundstrat Global Advisors, Lee served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 1999 to 2014. Before serving in that role, Lee served as the Telecommunications Equity Research Analyst in addition to the role of Small-cap Equity/ Bankruptcy/Reorg Strategist (2004-2010) at Kidder, Peabody & Company and Salomon Smith Barney.
Early Life and Education[edit]
Lee was born in Westland, MI, the third child of four siblings of Korean immigrant parents. His father is a retired psychiatrist and his mother a homemaker turned Subway franchise owner. Lee received his BS in Economics from the Wharton School at the University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder [12] and is an active member of CFA Society of New York and the NY Economic Club.
Personal Life[edit]
Lee is a Christian and is an active member of Grace Community Church in New Canaan, CT and of Redeemer Presbyterian Church in the Upper West Side of Manhattan, NY led by Pastor David Bisgrove. Lee also sits on the Board of Directors of Anago Partners based in Dunwoody, GA.
Lee enjoys film and cinematography, especially Asian and Korean Film. He is an investor and advisor for Shaw Entertainment Group based in Los Angeles, CA and was most recently elected to join the board of the New York Asian Film Festival (NYAFF) held annually at the Lincoln Center based in New York City since 2002.
References[edit]
- ↑ "Thomas Lee". CNBC. February 2, 2021.
- ↑ Journal, Geoffrey Rogow | Photographs by Evan Angelastro for The Wall Street (January 23, 2021). "Thomas Lee Said 'Buy' as Covid-19 Caused Stock Market Meltdown" – via www.wsj.com.
- ↑ Cheng, Evelyn (July 7, 2017). "Top Wall Street strategist sees bitcoin 'cannibalizing' gold, worth as much as $55,000". CNBC.
- ↑ https://www.wsj.com/articles/SB1037919095183350308)
- ↑ CNN, Kevin Liptak. "Some doctors met with Pence after their group's video was removed for misleading info". CNN.
- ↑ Tolan, Cristina Alesci and Casey. "A new front in coronavirus disinformation: Wall Street research". CNN.
- ↑ "Strategist: If the virus is slowing, investors should get on the offensive - CNN Video" – via www.cnn.com.
- ↑ https://www.bloomberg.com/news/articles/2014-09-15/thomas-lee-starts-research-boutique-after-jpmorgan
- ↑ Ro, Sam. "Wall Street's Most Bullish Strategist Tom Lee Is Leaving JP Morgan". Business Insider.
- ↑ https://www.wsj.com/articles/BL-MBB-18086)
- ↑ https://theorg.com/org/new-edge-capital/org-chart/thomas-lee)
- ↑ "Thomas Lee, CFA » CFA Society New York". CFA Society New York. January 3, 2018.
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