Profile
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.
Baron Lee active positions
| Companies | Position | Start |
|---|---|---|
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 | 2009-12-31 |
Training of Baron Lee
| University of Lethbridge | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Baron Lee
