Profil
Mr. Baron Lee, CFA, is a Consultant at Matco Financial, Inc. He joined the firm in 2010 and focuses on global equities and cannabis sector and has been an important member of the firm’s investment team.
In addition to his responsibilities as the Lead Portfolio Manager, he works with private clients to achieve their financial goals.
Prior to Matco, Mr. Lee was employed at Fiduciary Trust Company of Canada from 2008 to 2010.
He graduated from the University of Lethbridge with a Bachelor of Management degree and holds the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von Baron Lee
| Unternehmen | Position | Beginn |
|---|---|---|
Matco Financial, Inc.
 Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Analyst-Equity | 01.01.2010 |
Ausbildung von Baron Lee
| University of Lethbridge | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Finance |