Tom Lee founded Fundstrat Capital in Spring 2024 and became its Chief Investment Officer, serving this role while also keeping his role as Head of Research at Fundstrat. He is the lead Portfolio Manager of the Fundstrat Granny Shots U.S. Large Cap ETF (NYSE Arca: GRNY), a large-cap equity fund that uses a themes-based approach to select stocks. GRNY is recognized as one of the most successful equity ETF launches of the past two decades, with $1.68 billion in assets under management as of July 15, 2025.

In June 2025, Lee was appointed Chairman of the Board of BitMine Immersion Technologies (NYSE American: BMNR). He serves this role while also maintaining his roles as Head of Research at Fundstrat and CIO of Fundstrat Capital. At Bitmine, a $3 billion market-cap company, he plays a role in guiding the company’s strategic pivot toward an Ethereum-focused treasury model and broader blockchain initiatives.

Before founding Fundstrat, Lee was Chief Equity Strategist at J.P. Morgan Chase & Co., where he worked from 1999 through 2014. Earlier in his career, he was a highly regarded telecommunications equity research analyst and small-cap equity/bankruptcy/reorg strategist, holding roles at firms including Kidder, Peabody and Salomon Smith Barney.

Over the course of his career, he has been ranked consistently by Institutional Investor for the past 30 years, earning #1, #2, and #3 positions for 15 consecutive years from 1998 to 2013. He is known for his data-driven approach (“analysis not opinions”), and clients view his work as both contrarian and highly differentiated.

Lee earned a BSE in Economics from the University of Pennsylvania’s Wharton School, with dual concentrations in Finance and Accounting. He is also a CFA Charterholder.