Lee Munson
Chief Investment Officer at Portfolio Wealth Advisors
- Role
- Chief Investment Officer at Portfolio Wealth Advisors
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Lee Munson
Founder + CEO + Chief Investment Officer, Portfolio Wealth AdvisorsNationally recognized markets expert seen on CNBC, Fox Business and Yahoo! FinanceAuthor of Rigged Money: Beating Wall Street at Its Own GameSix times ranked Top Money Manager by Albuquerque Business FirstFive times ranked Top Financial Planner by Albuquerque Business First
Experience
Chief Investment Officer
Jan 2008 — Present
I handle the day to day investment management decisions for the firm.
Education
St. John's College
BA, Liberal Arts
1992 — 1997
Palm Desert High School
International Relations and Affairs
1988 — 1992
Skills
- Valuation
- Financial Planners
- Portfolio Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Iras
- Wealth Management
- Venture Capital
- Securities
- Estate Planning
- Trading Strategies
- Series 24
- Equity Research
- Financial Modeling
- Etfs
- Derivatives
- Investment Advisory
- Financial Analysis
- Financial Advisory
- Uniform Combined State Law
- Asset Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Options
- Emerging Markets
- Trading Systems
- Commodity
- Series 63
- Series 65
- Technical Analysis
- Retirement Plan Consulting
- Bloomberg
- Equities
- Risk Analysis
- Investment Management
- Hedge Funds
- Hedging
- Retirement
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