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 @ Portfolio Wealth Advisors
2002 - 2008 VP @ Charles Schwab
2000 - 2001 Private Client Advisor @ Bear Stearns Companies

1998 - 2000 SVP @ Prime Charter, Ltd.

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Lee Munson Education

St. John's College
BA, Liberal Arts (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

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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, Liberal Arts 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 1 mobile phone numbers on RocketReach.

Lee Munson Emails

Found 2 emails

Lee Munson Phone Numbers

Found 4 phone numbers

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Top Portfolio Wealth Advisors Employees

Lee Munson

Chief Investment Officer at Portfolio Wealth Advisors

Albuquerque, NM, US
2
- portfoliollc.com
- mac.com
4
- +1 505-243-XXXX
- +1 505-884-XXXX
- +1 505-200-XXXX
- +1 505-301-XXXX

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