Eugene Lee, CFA
Head of Research
Eugene Lee, CFA, is an investment strategist and quantitative researcher with more than two decades of experience navigating global markets. He has worked on trading and portfolio management teams responsible for multibillion-dollar portfolios across equities, fixed income, and derivatives. He specializes in translating complex systematic strategies into actionable insights for institutional and retail investors.
Beyond his work in institutional asset management, Eugene has spent the past decade at the intersection of fintech and credit risk, building predictive models and analytical frameworks for major lending platforms. He currently focuses on investment coaching and options education, helping traders develop a disciplined, data-driven approach to portfolio construction and risk management.
Latest Articles
Saxo Bank Broker Review
Saxo Bank A/S (Saxo) is the parent company of Saxo Group, supervised by the Danish Financial Supervisory Authority (FSA). The group offers multi-asset trading through proprietary web, desktop, and mobile platforms. Founded in 1992 and headquartered in Copenhagen, the multi-asset broker serves over 1.5 million clients worldwide. It operates across several major financial jurisdictions, including […]
Octa Broker Review
Founded in 2011, Octa (formerly OctaFX) is a multi-asset broker that currently reaches over 61 million clients across more than 90 countries. To accommodate its diverse customer base, the broker operates under different regulatory frameworks. European traders are onboarded through an entity licensed by the Cyprus Securities and Exchange Commission (CySEC). Clients from other regions […]
Libertex Broker Review
Founded in 1997, Libertex Group is a multi-asset trading company offering contracts for difference (CFDs) on forex, cryptocurrencies, indices, hard and soft commodities, shares, and ETFs. Long-term investing in physical shares is also available through a dedicated account. In Europe, the Libertex trading platform is operated by Indication Investments Ltd., which is regulated by the […]
Markets.com Broker Review
Founded in 2008, Markets.com has grown into a global multi-asset broker that serves more than 4.7 million registered traders in over 170 countries. It operates under a multi-regulated framework, holding licences from several financial regulators, including CySEC in Cyprus, the FSCA in South Africa, and the FSA in St. Vincent and the Grenadines. Markets.com has […]
Plus500 Broker Review
Headquartered in Israel, Plus500 is an online futures (USA only) and contract for differences (CFD) broker that strives to promote optimal transparency and professionalism in online trading. The broker caters to traders from over 50 countries, providing them with access to various financial markets via CFDs, including the stock, forex, commodity, cryptocurrency, ETFs, options, and […]
Interactive Brokers Broker Review
With a history dating back to 1977, Interactive Brokers has nearly 50 years of institutional trading experience. The company is headquartered in Greenwich, Connecticut, and is publicly traded on Nasdaq under the IBKR ticker as a constituent of the S&P 500 index. The broker has a solid regulatory track record and operates globally in over […]
InstaForex Broker Review
If you are interested in leveraged trading, InstaForex is a well-established broker that offers 200+ CFDs on currency pairs, shares, metals, energies, cryptocurrencies, and indices. Its symbol roster also includes commodity futures and InstaFutures. The trading firm was established in 2007, and its global entity holds a license issued by the financial authority of the […]
FXCM Broker Review
Founded in 1999, FXCM is a long-standing online broker specializing in leveraged forex and CFD trading, as well as tax-efficient spread betting for eligible UK clients. Its main strengths include a choice of proprietary and third-party trading platforms, extensive technical tools, and high-volume pricing tiers. Operating through regulated entities in the UK, Cyprus, Australia, Israel, […]
FX Primus Broker Review
Established in 2009, FXPrimus is a multi-asset derivatives broker that caters to forex and CFD traders. It is regulated by the Cyprus Securities and Exchange Commission (CySEC) and the Vanuatu Financial Services Commission (VFSC), and both of its licensed entities provide negative balance protection to retail traders. The broker’s low-entry PrimusCLASSIC account offers a spread-only […]
Forex.com Broker Review
FOREX.com is a multi-asset trading brand owned by StoneX Group Inc., a Nasdaq-listed financial services company. Its key strengths are its extensive global regulatory footprint, versatile selection of proprietary and third-party platforms, and access to over 7,000 tradable markets. The broker is particularly well suited to active forex and CFD traders seeking reliable infrastructure, comprehensive […]