Lee received his BS in Economics from the Wharton School at the University of Pennsylvania with concentrations in Finance and Accounting.

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.

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.

[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.