Lee Munson

 

Lee Munson - Professional Summary:   

 

Former Wall Street broker Lee Munson graduated from St. Johns College in Santa Fe, New Mexico, with a Bachelor's degree Liberal Arts, with a concentration in Philosophy and Mathematics. In 2002, Lee Munson joined Charles Schwab & Company as a Financial Consultant in its Albuquerque branch. Advising clients on their investments and money management, Lee Munson focused on families with a large amount of assets and quickly became the local contact within his team. Lee Munson left Charles Schwab in 2008 to found his own company, Portfolio, LLC. Munson established Portfolio as a fee-only investment firm. Lee Munson’s unique operating philosophy centers on fulfilling clients' needs and providing transparent reporting. New Mexico Business Weekly named Portfolio one of the top money management companies within its first year of business. Lee Munson serves as Chief Investment Officer, managing all venture strategies and offering regular interviews and articles in the media. Financial news sources, such as Smart Money Magazine and www.TheStreet.com, regularly seek out Lee Munson for his astute business acumen. In addition, Lee Munson writes the monthly column Money 101 for New Mexico Business Weekly, as well as blog posts and articles for financial website www.seekingalpha.com. Lee Munson’s writings and live interviews on CNBC program Closing Bell can be found on his personal website, www.leemunson.net, where he provides original stock market commentary as well as links to his published works. In addition to his duties as Founder and Chief Investment Officer of Portfolio, Lee Munson serves the Financial Planning Association of New Mexico as its Director of Government Relations. Munson complements his education and 10 years of professional experience with Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) licenses.

 

 

Lee Munson - Professional Experience:    

 

Charles Schwab & Company

Financial Consultant - Private Client Consultant

 

 

Lee Munson - Education:    

 

St. Johns College, Santa Fe

B.A. Liberal Studies

1997

 

Lee Munson - Interests:     [ Not Updated Yet ] 

 

 

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