Brian McDowell Email & Phone Number
Chief Investment Officer @ United Capital Financial Advisors, LLC
Brian McDowell Location
Denver, CO, US
Brian McDowell Work
- 2025 - now Chief Investment Officer @ United Capital Financial Advisors, LLC
- 2025 - 2025 Director of Office and Advisor Success @ United Capital Financial Advisors, LLC
- 2023 - 2025 Head of Office @ United Capital Financial Advisors, LLC
- 2019 - 2023 Vice President and Co-Head Denver, Colorado Springs, Scottsdale, Tucson @ Goldman Sachs Personal Financial Management
- 2015 - 2019 Managing Director @ United Capital Financial Advisors, LLC
- 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 @ Charles Schwab
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
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 2 mobile phone numbers on RocketReach.
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