Meet The Team

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Thomas J. Lee, CFA

CIO & Portfolio Manager

Thomas J. Lee is the CIO & Portfolio Manager at Fundstrat Capital and the Head of Research at Fundstrat.

He co- founded Fundstrat Global Advisors in 2014, a research firm serving clients in over 26 countries. Previously, Tom was J.P. Morgan’s Chief Equity Strategist (2007–2014) and Managing Director at Salomon Smith Barney.

His expertise includes Market Strategy, Small/Mid-Cap Strategy, and Telecom Services. Tom holds a BSE in Economics with a dual concentration in Finance and Accounting from the University of Pennsylvania/Wharton School of Business and is a CFA® charterholder.

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Ken Xuan, CFA, FRM

Portfolio Manager

Ken Xuan is a Portfolio Manager at Fundstrat Capital and Head of Data Science at Fundstrat, where he manages the firm’s proprietary portfolio and quant models.

He oversees data- related tasks, including identifying alternative data sources, updating databases, and automating reports. Prior to joining Fundstrat in 2017, Ken worked at West Monroe Partners and BYD Motors Inc. He holds B.S. degrees in Management and Economics from Purdue University and an M.S. in Operations Research from Columbia University. Ken is a CFA® charterholder and an FRM-Certified Professional.

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Carrie Presley

ETF Product Specialist

Carrie is the ETF Product Specialist focusing on working with our platform partners across the industry. With over a decade of experience in public accounting, she joined Fundstrat in 2021, where she played a pivotal role in launching Fundstrat Media, transforming the delivery of financial research to both retail and institutional clients. In her current role at Fundstrat Capital, Carrie is instrumental in supporting GRNY investors and driving the continued success of the ETF. She holds a BBA in Accounting from the University of Oklahoma.

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Our affiliate, Fundstrat Global Advisors, leverages over a century of Wall Street experience to deliver an evidence-based, consensus-agnostic perspective proven to help institutions, RIAs, and individual investors navigate financial markets.

Go to Fundstrat.com

Disclosures

Advisory Services are offered through Fundstrat Capital LLC, a SEC Registered Investment Adviser (RIA). Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability. The information provided is not intended to be a substitute for specific individualized tax advice. Specific tax issues should be discussed with a qualified tax advisor. Neither the named adviser nor the named RIA offers tax or legal advice.