Lee Munson, Cfa

Lee Munson, Cfa Email and Phone Number

Chief Investment Officer at Portfolio Wealth Advisors @ Portfolio Wealth Advisors
Lee Munson, Cfa's Location
Albuquerque, New Mexico, United States, United States
Lee Munson, Cfa's Contact Details

Lee Munson, Cfa work email

Lee Munson, Cfa personal email

n/a
About Lee Munson, Cfa

Founder + CEO + Chief Investment Officer, Portfolio Wealth AdvisorsNationally recognized markets expert seen on CNBC, Fox Business and Yahoo! FinanceAuthor of Rigged Money: Beating Wall Street at Its Own GameSix times ranked Top Money Manager by Albuquerque Business FirstFive times ranked Top Financial Planner by Albuquerque Business First

Lee Munson, Cfa's Current Company Details
Portfolio Wealth Advisors

Portfolio Wealth Advisors

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Chief Investment Officer at Portfolio Wealth Advisors
Lee Munson, Cfa Work Experience Details
  • Portfolio Wealth Advisors
    Chief Investment Officer
    Portfolio Wealth Advisors Jan 2008 - Present
    Albuquerque, New Mexico, Us
    I handle the day to day investment management decisions for the firm.
    View
  • Charles Schwab
    Vp
    Charles Schwab Apr 2002 - Jan 2008
    Westlake, Texas, Us
    Schwab Private Client for New Mexico
    View
  • Bear Stearns Companies
    Private Client Advisor
    Bear Stearns Companies Dec 2000 - Apr 2001
    New York City, Us
    Worst months of my professional life. Other than that it was great, Ace Greenberg was still there and passed by my desk each day. Sometimes he would stop to impart wisdom. That part I miss...
    View
  • Prime Charter, Ltd.
    Svp
    Prime Charter, Ltd. Feb 1998 - Nov 2000
    Built and managed custom portfolios for high net worth individuals. Key trader for TFC Advisors, LLC and The Mother Lode Fund, LLC. Specialized in option strategies. Developed hedging strategies for institutional stock positions. Created monitization strategies for insiders in public companies.

Lee Munson, Cfa Skills

Portfolio Management Asset Allocation Mutual Funds Investment Management Risk Management Finance Alternative Investments Investment Strategies Investment Advisory Wealth Management Asset Management Financial Advisory Trading Equities Retirement Planning Hedge Funds 401k Financial Modeling Strategic Financial Planning Financial Analysis Securities Asset Managment Valuation Etfs Venture Capital Iras Retirement Plan Consulting Risk Analysis Trading Systems Estate Planning Private Equity Capital Markets Fixed Income Retirement Hedging Commodity Technical Analysis Financial Planners Emerging Markets Trading Strategies Equity Research Series 65 Options Bloomberg Financial Markets Series 63 Uniform Combined State Law Derivatives Series 24 Finra

Lee Munson, Cfa Education Details

  • St. John'S College
    St. John'S College
    Liberal Arts
  • Palm Desert High School
    Palm Desert High School
    International Relations And Affairs

Frequently Asked Questions about Lee Munson, Cfa

What company does Lee Munson, Cfa work for?

Lee Munson, Cfa works for Portfolio Wealth Advisors

What is Lee Munson, Cfa's role at the current company?

Lee Munson, Cfa's current role is Chief Investment Officer at Portfolio Wealth Advisors.

What is Lee Munson, Cfa's email address?

Lee Munson, Cfa's email address is le****@****llc.com

What is Lee Munson, Cfa's direct phone number?

Lee Munson, Cfa's direct phone number is +150530*****

What schools did Lee Munson, Cfa attend?

Lee Munson, Cfa attended St. John's College, Palm Desert High School.

What skills is Lee Munson, Cfa known for?

Lee Munson, Cfa has skills like Portfolio Management, Asset Allocation, Mutual Funds, Investment Management, Risk Management, Finance, Alternative Investments, Investment Strategies, Investment Advisory, Wealth Management, Asset Management, Financial Advisory.

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