Profile
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.
Kyle Munson active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/11/2023 |
Training of Kyle Munson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
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