Craig McGee Email & Phone Number
Senior Portfolio Manager @ Ullman Wealth Management
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Craig McGee Location
- Toronto, ON, CA
Craig McGee Work
- 2023 -now Senior Portfolio Manager @
- 2017 -2023 Portfolio Manager @
- 2015 -2017 Portfolio Manager @ The Ullman Group, Richardson GMP
- 2009 -2014 CPMS Institutional Account Manager, Analyst @
- 2007 -2009 Client Service and Investment Associate @ C.P.M.S. Computerized Portfolio Management Services Inc.
Craig McGee Education
- Wilfrid Laurier University 2000-2005
- St Thomas Aquinas S.S.
Craig McGee Skills
- Investments
- Equities
- Wealth Management
- Portfolio Management
- Investment Strategies
- Portfolio Analysis
- Indexing
- Investment Management
- Morningstar Direct
- Financial Markets
- Hedge Funds
- Mutual Funds
- Asset Management
- ETFs
- Financial Services
- Asset Allocation
- Financial Modeling
- Public Speaking
- Sales
Craig McGee Summary
- Craig McGee, based in Toronto, ON, CA, is currently a Senior Portfolio Manager at Ullman Wealth Management. Craig McGee brings experience from previous roles at Ullman Wealth Management, The Ullman Group, Richardson GMP, Morningstar and C.P.M.S. Computerized Portfolio Management Services Inc.. Craig McGee holds a 2000 - 2005 Wilfrid Laurier University. With a robust skill set that includes Investments, Equities, Wealth Management, Portfolio Management, Investment Strategies and more. Craig McGee has 2 emails on RocketReach.
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