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 @ Ullman Wealth Management
2017 - 2023 Portfolio Manager @ Ullman Wealth Management
2015 - 2017 Portfolio Manager @ The Ullman Group, Richardson GMP

2009 - 2014 CPMS Institutional Account Manager, Analyst @ Morningstar
2007 - 2009 Client Service and Investment Associate @ C.P.M.S. Computerized Portfolio Management Services Inc.

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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

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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.

Craig McGee Emails

Found 2 emails

Craig McGee Phone Numbers

Found 1 phone numbers

+1 416-943-XXXX

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