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Brian Michael McDowell
Directeur en chef des Investissements chez
United Capital Financial Advisors LLC
Profil
Mr. Brian M.
McDowell, CFA, is a Chief Investment Officer at United Capital Financial Advisors LLC.
With over 25 years of investment industry experience, he has developed extensive knowledge and expertise in business management, employee development, team integration, and investment markets.
Mr. McDowell was previously employed as a Chief Investment Officer by Capital Investment Counsel, Inc. (Colorado) and an Investment Specialist by The Charles Schwab Corp.
He graduated from the University of Colorado with a Bachelor of Science degree in Business Administration with an emphasis in Finance.
He earned the right to use the CFA designation in 2004 and is a member of the CFA Institute and the CFA Society of Colorado.
Postes actifs de Brian Michael McDowell
| Sociétés | Poste | Début |
|---|---|---|
United Capital Financial Advisors LLC
 United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Directeur en chef des Investissements | 01/09/2025 |
Anciens postes connus de Brian Michael McDowell
| Sociétés | Poste | Fin |
|---|---|---|
Capital Investment Counsel, Inc. (Colorado)
 Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Capital Investment Counsel (CIC) manages client-focused equity, fixed-income and balanced portfolios. CIC employs a diversified strategy, investing in large-cap, mid-cap and small-cap stocks and international equities. They use asset allocation strategies to diversify assets in stocks, bonds, commodities and real estate using ETFs and mutual funds. The firm's equity strategies include: Core, Dividend, Asset Allocation and Tactical. CIC's Core strategy is broadly diversified and has exposure to large-, mid- and small-cap stocks, as well as international market exposure. Their Dividend strategy seeks to build diversified portfolio of income generating stocks. Their Asset Allocation strategy dedicates a portion of the assets to stocks, bonds, commodities and real estate using ETFs and mutual funds. CIC's Tactical Strategy seeks to capitalize on the intermediate-term trends in the stock market by identifying when buying exhaustion occurs on the upside and selling has run its course on the downside. CIC offers mutual fund asset allocation services in which they invest client assets in equity mutual funds including: small-cap funds, mid-cap funds, large-cap value funds, large-cap growth funds and international funds. CIC's fixed income strategies include Taxable Bonds, Municipal Bonds and Short-Term Cash Management. These strategies seek to provide higher returns through active management of principal and income. The fixed income instruments CIC purchases are typically of intermediate-term duration and may be laddered for different maturity dates. They may also invest clients' funds in a money market fund. | Directeur en chef des Investissements | 01/01/2015 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Formation de Brian Michael McDowell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Investment Counsel, Inc. (Colorado)
Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Capital Investment Counsel (CIC) manages client-focused equity, fixed-income and balanced portfolios. CIC employs a diversified strategy, investing in large-cap, mid-cap and small-cap stocks and international equities. They use asset allocation strategies to diversify assets in stocks, bonds, commodities and real estate using ETFs and mutual funds. The firm's equity strategies include: Core, Dividend, Asset Allocation and Tactical. CIC's Core strategy is broadly diversified and has exposure to large-, mid- and small-cap stocks, as well as international market exposure. Their Dividend strategy seeks to build diversified portfolio of income generating stocks. Their Asset Allocation strategy dedicates a portion of the assets to stocks, bonds, commodities and real estate using ETFs and mutual funds. CIC's Tactical Strategy seeks to capitalize on the intermediate-term trends in the stock market by identifying when buying exhaustion occurs on the upside and selling has run its course on the downside. CIC offers mutual fund asset allocation services in which they invest client assets in equity mutual funds including: small-cap funds, mid-cap funds, large-cap value funds, large-cap growth funds and international funds. CIC's fixed income strategies include Taxable Bonds, Municipal Bonds and Short-Term Cash Management. These strategies seek to provide higher returns through active management of principal and income. The fixed income instruments CIC purchases are typically of intermediate-term duration and may be laddered for different maturity dates. They may also invest clients' funds in a money market fund. | Finance |
