PERSON: Lee Munson
Employer
Portfolio Wealth Advisors
Position
Chief Investment Officer
Biography
Lee Munson worked as a speculative tradervduring the dot-com boom and bust until he had an epiphany and began to question everything about his approach to investments. Realizing that Wall Street is a game that isn’t always played to give investors a fair chance at winning, Munson went on to form an asset management firm, Portfolio LLC, in New Mexico that is ranked as one of the fastest growing firms in the country. A frequent guest on CNBC’s The Kudlow Report, he is a contributor for TheStreet.com and is quoted in numerous financial publications such as the Wall Street Journal, SmartMoney, and the Kiplinger Report.
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