Director of Office and Advisor Success @ (January 2025 - September 2025)
Head of Office @ (November 2023 - January 2025)
Vice President and Co-Head Denver, Colorado Springs, Scottsdale, Tucson @ Goldman Sachs Personal Financial Management (July 2019 - November 2023)
Managing Director @ (January 2015 - July 2019)
Director of Investment Research and Trading @ Capital Investment Counsel (January 2010 - January 2015)
Vice President of Investment Research and Trading @ Capital Investment Counsel (January 2008 - January 2010)
Financial Services Investment Analyst @ Capital Investment Counsel (January 2003 - January 2008)
Financial Investment Specialist @ (January 1999 - January 2003)
Brian McDowell Education
University of Colorado 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 Boulder. With a robust skill set that includes Leadership, Sales, Fixed Income, Alternative Investments, Trading and more. Brian McDowell has 2 emails and 2 mobile phone numbers on RocketReach.
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