Lee Munson

Lee Munson

Certified Contributor

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

Founder and Chief Investment Officer of Portfolio, LLC.

0 Followers
0 Following

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...

Loading articles...