Brian McDowell, CFAVICE PRESIDENT
With over 20 years of investment industry experience, Brian McDowell has developed extensive knowledge in investment markets, economics and business management. As Vice President, his primary role is managing and overseeing the nearly 40-member team and the multiple short and long-term business objectives of the regional office. His daily responsibilities include development and implementation of the office’s strategic business plans, collaborating with our national office on tactical growth objectives and managing the local office’s budget to achieve annual goals. Since 2003, he has been a member of the local office’s Investment Committee and he is a regular presenter and speaker to clients and prospects about the current investment environment.
Brian has served in a number of capacities during his time at United Capital - Denver/Scottsdale. He joined Capital Investment Counsel, now United Capital, in 2003 as a research analyst. In 2008 he was named Vice President of Research and Trading where he led the equity team and was also responsible for managing the local office teams’ trading department. in making decisions on stock investments across various in-house equity strategies. In 2010 he was named Director of Investment Research and Trading accepted a new role and became responsible for the oversight and decision making of the local research and trading departments. As head of the local Investment Committee, he managed and oversaw the team’s in-house investment strategies along with its employees.
He graduated Cum Laude from the University of Colorado with a Bachelor of Science degree in Business Administration with an emphasis in Finance. In 2004, he earned his CFA designation and is a member of the CFA Institute and the CFA Society of Colorado.
Brian has lived in the metro Denver area since 1995 and enjoys all the outdoor activities Colorado has to offer. In his free time you can find him spending time with his wife and two sons in the Colorado mountains skiing and hiking. As a native of Indiana, he’s also a passionate fan of the professional sports teams of Indianapolis.