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    Lee

    Vice President, Portfolio Manager at Matco Financial Inc.

    Baron Lee is currently the Director at the Mount Royal University (MRU) Student Investment Fund, a position he has held since February 2021. He is also associated with Matco Financial, where he serves as a consultant. His professional background includes extensive experience in investment management and financial consulting, which he applies to guiding the MRU Student Investment Fund in its operations and strategic direction.13

    Lee holds the Chartered Financial Analyst (CFA) designation, indicating his expertise in investment analysis and portfolio management. His role at the MRU Student Investment Fund involves overseeing student-led investment initiatives, providing mentorship, and ensuring that students gain practical experience in financial markets.12

    In addition to his responsibilities at MRU, Baron Lee is also a Wealth Management Advisor with U.S. Bancorp Investments, where he focuses on providing investment guidance and managing client portfolios.2 His educational background includes a Bachelor of Commerce degree from the University of Manitoba, which complements his professional qualifications in finance and investment.1

    Highlights

    Dec 8 · mtroyal.ca
    Board of Directors | MRU
    Board of Directors | MRU
    Dec 8 · mtroyal.ca
    Member Profiles | MRU
    Member Profiles | MRU

    Related Questions

    What is Baron Lee's role at Matco Financial?
    How did Baron Lee transition from U.S. Bancorp to Matco Financial?
    What are Baron Lee's main responsibilities at the MRU Student Investment Fund?
    What is Baron Lee's professional background before joining MRU?
    How long has Baron Lee been a Director at the MRU Student Investment Fund?
    Lee
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    Lee, photo 2
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    Location

    Calgary, Alberta, Canada