Posts with the TAG tom lee

Tom Lee (Thomas Jong Lee), commonly known as "Tom" Lee, is an American entrepreneur, financial analyst, strategist, investor, businessman, and regular contributor on CNBC's Fast Money, Tech Check, Halftime Report, and Closing Bell shows. Lee was born in Westland, MI, the third child of four siblings, to Korean immigrant parents. His father was a retired psychiatrist, and his mother transitioned from being a homemaker to owning a Subway franchise. He earned his BS in Economics from the Wharton School at the University of Pennsylvania, with concentrations in Finance and Accounting. Lee is a CFA charterholder and is actively involved in the CFA Society of New York and the NY Economic Club. Lee began his career in the early 1990s at Kidder, Peabody & Company, later moving to Salomon Smith Barney. In 1999, he joined J.P. Morgan Chase & Co as chief equity strategist, where his research attracted both praise and criticism. Lee's research drew attention in 2002 when a publicly listed company, Nextel, was critical of his work, garnering national media coverage. In 2014, Lee left J.P. Morgan to establish his own research boutique advisory firm, Fundstrat Global Advisors, where he currently serves as the Head of Research. He is also an advisor to NewEdge Wealth, a wealth management firm based in Connecticut, and sits on the board of directors of the New York Asian Film Festival. Lee has been profiled by national media outlets, including the Wall Street Journal, which featured him in an article titled "Thomas Lee Said 'Buy' as COVID-19 Caused Stock Market Meltdown" based on his response to high-profile investment calls made in 2020. As the first major Wall Street strategist to provide formal research coverage of Bitcoin to his clients, Lee's work on cryptocurrency has been covered extensively by the media. He has appeared on various news networks such as CNBC, Fox Business, Bloomberg, Yahoo Finance, and CNN. Lee's retweets from James Todoro in early August 2020 sparked controversy, with some alleging them to be coronavirus misinformation, as reported by CNN in September 2020.