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.
Postes actifs de Baron Lee
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Baron Lee
| University of Lethbridge | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
