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 [2] and is an active member of CFA Society of New York and the NY Economic Club.
While at J.P. Morgan, Lee's research attracted critics. In 2002, a publicly listed company Nextel was critical of Lee's research. 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.[3]
In 2014, Lee left J.P Morgan to start his own research boutique advisory firm, Fundstrat Global Advisors.[4][5] Lee currently serves as the Head of Research for Fundstrat Global Advisors and is an advisor to NewEdge Wealth, a CT-based wealth management firm.[6] Lee also sits on the board of directors of the New York Asian Film Festival.[7]
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[8] 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.[9] He has appeared on CNBC, Fox Business, Bloomberg, Yahoo Finance, and CNN among others.[10]
Lee's retweets from James Todoro [11] in early August 2020 sparked controversy as highlighted by the September 9, 2020 CNN article, A New Front in Coronavirus Disinformation: Wall Street Research stating Lee's retweets of Todaro's tweets as alleged coronavirus misinformation.[10]
