Lee Munson, CFA, CFP ®

Lee formed Portfolio to fill the service void in wealth management. Simply put, the investor should realize the most wealth increase possible, while avoiding complexity.

He began his career on Wall Street, spending several years with Charles Schwab. Lee soon discovered a great need for a better model. His efforts to reform the model resulted in the formation of Portfolio in 2008. As the author of Rigged Money, Beating Wall Street At Its Own Game, Lee is a frequent financial market analyst on networks such as Fox Business, CNBC, and CNN, Lee rattles the cages of those who prefer a wealth management model less user-friendly to investors. Lee’s dedication to his clients is unparalleled. His results prove their trust is well placed.