Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client.
His ...
more Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client.
His first book, "
Rigged Money: Beating Wall Street at its Own Game" (John Wiley & Sons), was published in December 2011. Munson is a frequent guest on CNBC's The Kudlow Report. His insights and contributions have appeared in The Wall Street Journal, New York Times, Huffington Post, Forbes, Smart Money, Kiplinger's Personal Finance, CFA Magazine, TalkMarets, Seeking Alpha, TheStreet.com and Fox Business News. - See more at
Portfoliollc.com.
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