Lee W. Appleton
Profile
Mr. Lee W.
Appleton, CFA, is Vice President & Portfolio Manager at Matco Financial, Inc. He joined Matco Financial in 2008.
He is a member of the Matco investment committee and Matco’s Canadian Equity Group, which is responsible for managing the Canadian Equity, Small Cap, and Energy Portfolios.
Prior to joining Matco, Mr. Appleton was with Computerized Portfolio Management Services Inc., one of North America’s leading independent equity research firms.
Mr. Appleton holds a CFA designation.
Former positions of Lee W. Appleton
| Companies | Position | End |
|---|---|---|
Computerized Portfolio Management Services, Inc.
 Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Corporate Officer/Principal | - |
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 | - |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
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 |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Technology Services |
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