Lee Munson
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Founder and Chief Investment Officer of Portfolio, LLC., Portfolio Asset Management
Founder and Chief Investment Officer of Portfolio, LLC.
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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 fir...
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