Lee Munson Email & Phone Number
Chief Investment Officer @ Portfolio Wealth Advisors
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Lee Munson Location
- Albuquerque, NM, US
Lee Munson Work
- 2008 -now Chief Investment Officer @
- 2002 -2008 VP @
- 2000 -2001 Private Client Advisor @
- 1998 -2000 SVP @ Prime Charter, Ltd.
Lee Munson Education
- St. John's College
BA (Liberal Arts)
1992-1997 - Palm Desert High School
International Relations and Affairs (International Relations and Affairs)
1988-1992
Lee Munson Skills
- Risk Analysis
- Risk Management
- Trading Strategies
- Trading Systems
- Portfolio Management
- Asset Allocation
- Asset Managment
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Wealth Management
- Equities
- Strategic Financial Planning
- Retirement Planning
- ETFs
- Financial Modeling
- Equity Research
- Financial Advisory
- Mutual Funds
- Valuation
- Financial Analysis
- Series 65
- Investment Management
- Securities
- Asset Management
- Estate Planning
- Options
- Bloomberg
- Finance
- Hedge Funds
- 401k
- Private Equity
- Financial Markets
- Capital Markets
- Series 63
- Trading
- Fixed Income
- Uniform Combined State Law
- Venture Capital
- Retirement
- Hedging
- Derivatives
- Series 24
- Commodity
- IRAs
- Retirement Plan Consulting
- Technical Analysis
- FINRA
- Financial Planners
- Emerging Markets
- Microsoft Office
- Training
- Customer Service
- Business Development
- Strategic Planning
Lee Munson Summary
- Lee Munson, based in Albuquerque, NM, US, is currently a Chief Investment Officer at Portfolio Wealth Advisors. Lee Munson brings experience from previous roles at Charles Schwab, Bear Stearns Companies and Prime Charter, Ltd.. Lee Munson holds a 1992 - 1997 BA in Liberal Arts @ St. John's College. With a robust skill set that includes Risk Analysis, Risk Management, Trading Strategies, Trading Systems, Portfolio Management and more. Lee Munson has 2 emails and 2 mobile phone numbers on RocketReach.
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Lee Munson
Chief Investment Officer
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