Profiel
Mr. Kyle R.
Munson is an Associate Portfolio Manager at Romano Brothers & Co. He joined the firm in 2023 after 4 years as a Financial Consultant and Financial Services Representative.
He received his BS in Finance Agribusiness from the University of Illinois Urbana-Champaign.
Actieve functies van Kyle Munson
| Bedrijven | Functie | Begin |
|---|---|---|
Romano Brothers & Co.
Romano Brothers & Co. Investment ManagersFinance RWM aims to preserve the investor's capital. The firm offers active and passive investment management, financial planning, and brokerage services. Their actively managed clients typically invest in common stock, tax exempt bonds, government securities, corporate bonds, certificates of deposit, stock options, mutual funds, exchange traded funds, unit investment trusts, and other derivative securities such as reverse convertible notes. They are generally long-term, conservative, value-oriented investment managers. RWM’s passively managed accounts invest in a blend of exchange traded funds (ETFs) as sub-managed by Wells Fargo Allocation Advisors. | Portefeuillebeheerder-Aandelen | 01-11-2023 |
Opleiding van Kyle Munson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Romano Brothers & Co.
Romano Brothers & Co. Investment ManagersFinance RWM aims to preserve the investor's capital. The firm offers active and passive investment management, financial planning, and brokerage services. Their actively managed clients typically invest in common stock, tax exempt bonds, government securities, corporate bonds, certificates of deposit, stock options, mutual funds, exchange traded funds, unit investment trusts, and other derivative securities such as reverse convertible notes. They are generally long-term, conservative, value-oriented investment managers. RWM’s passively managed accounts invest in a blend of exchange traded funds (ETFs) as sub-managed by Wells Fargo Allocation Advisors. | Finance |
University of Illinois At Urbana–Champaign
University of Illinois At Urbana–Champaign Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















