Lee Appleton Email

Investment Advisor and Portfolio Manager @ CIBC Wood Gundy

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Lee Appleton Location

Canada

Lee Appleton Work

2013 - now Investment Advisor and Portfolio Manager @ CIBC Wood Gundy
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2011 - 2018 Treasurer, Director, Chair-Finance and Admin Committee @ KGH Foundation
2009 - 2016 Past President @ CFA Okanagan Society

2008 - 2013 Vice President, Portfolio Manager @ Matco Financial Inc.
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2001 - 2008 Analyst, Sales and Service @ CPMS - Computerized Portfolio Management Services Inc.

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Lee Appleton Education

CFA Institute
CFA Charterholder (Finance)

Lee Appleton Skills

Portfolio Management
Investments
Investment Management

Asset Allocation
Finance
Economics
Mutual Funds
Equities
Performance Attribution
Asset Management

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Lee Appleton Summary

Lee Appleton, based in Canada, is currently a Investment Advisor and Portfolio Manager at CIBC Wood Gundy. Lee Appleton brings experience from previous roles at Kelowna General Hospital Foundation, CFA Okanagan Society, Matco Financial and CPMS - Computerized Portfolio Management Services Inc.. Lee Appleton holds a CFA Charterholder in Finance @ CFA Institute. With a robust skill set that includes Portfolio Management, Investments, Investment Management, Asset Allocation, Finance and more. Lee Appleton has 2 emails on RocketReach.

Lee Appleton Emails

Found 2 emails

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Darren Carmosino

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