Brian McDowell Email & Phone Number
Chief Investment Officer @ United Capital Financial Advisors, LLC
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Brian McDowell Location
- Denver, CO, US
Brian McDowell Work
- 2025 -now Chief Investment Officer @
- 2025 -2025 Director of Office and Advisor Success @
- 2023 -2025 Head of Office @
- 2019 -2023 Vice President and Co-Head Denver, Colorado Springs, Scottsdale, Tucson @ Goldman Sachs Personal Financial Management
- 2015 -2019 Managing Director @
- 2010 -2015 Director of Investment Research and Trading @ Capital Investment Counsel
- 2008 -2010 Vice President of Investment Research and Trading @ Capital Investment Counsel
- 2003 -2008 Financial Services Investment Analyst @ Capital Investment Counsel
- 1999 -2003 Financial Investment Specialist @
Brian McDowell Education
- University of Colorado at Boulder
BS (Business Administration - Finance)
1995-1999 - Semester at Sea
(Fall 1998)
1998-1998
Brian McDowell Skills
- Leadership
- Sales
- Fixed Income
- Alternative Investments
- Trading
- Data Analysis
- Investments
- Economics
- Investment Management
- Investment Strategies
- Financial Services
- Financial Education
- Research
- Investment Advisory
- Estate Planning
- Fixed Income Analysis
- Financial Analysis
- Management
- SQL
- Strategic Financial Planning
- Project Management
- Asset Managment
- Analysis
- Strategic Planning
- Portfolio Management
- Asset Allocation
- Strategic Financial
- Equities
- Finance
- Market Research
- Economic Research
Brian McDowell Summary
- Brian McDowell, based in Denver, CO, US, is currently a Chief Investment Officer at United Capital Financial Advisors, LLC. Brian McDowell brings experience from previous roles at United Capital Financial Advisors, LLC, Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Brian McDowell holds a 1995 - 1999 BS in Business Administration - Finance @ University of Colorado at Boulder. With a robust skill set that includes Leadership, Sales, Fixed Income, Alternative Investments, Trading and more. Brian McDowell has 2 emails and 1 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
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Chief Investment Officer
Denver, CO, US
Frank Salb
Chief Investment Officer
Kansas City, MO, US
Ryan Bergmann
Managing Director
Reston, VA, US
Cliff Porter
Managing Director
Charlotte, NC, US
Sonja Larimore
Chief Compliance Officer
La Mesa, CA, US
Garth Scrivner
Managing Director
Albuquerque, NM, US
Craig Jaffe
Managing Director
Boca Raton, FL, US
Robert Brown
Managing Director
New York, NY, US
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