FOUNDER, CEO AND CIO
Brian was a Founder and President at Estes Financial Ltd. He attended the University of Illinois Urbana-Champaign.
CHIEF FINANCIAL OFFICER
Tom has over 25 years of experience as a venture capitalist, entrepreneur, and management consultant. He focuses on investments in software, mobile/wireless, and the internet/digital media.
CO-FOUNDER, HEAD OF RESEARCH
Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.
HEAD OF DIGITAL ASSET STRATEGY
Prior to joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
Head of Media Production
Carrie develops instructional programs while cultivating the investor community through various mediums such as video and social media.
DIGITAL ASSET STRATEGY ASSOCIATE
Previously, Walter has held roles at Amazon and other PropTech startups. Walter holds a BA in Economics from University of Michigan, Msc in Financial Analysis from London Business School, and has passed 3 levels of the CFA Examinations.