Brian McDowell, CFA®

With over 25 years of investment industry experience, Brian McDowell has developed extensive knowledge and expertise in business management, employee development, team integration, and investment markets. As a two-decade veteran of the RIA industry, he has experience in nearly every job role, culminating most recently in leading one of the most successful and fastest growing local offices inside a national RIA firm.

Brian's experience in the investment industry has spanned both small and large firms. After starting his career at Charles Schwab, he joined a local Denver RIA in 2003 which became part of United Capital in 2015. After serving in leadership positions for advisors, investments and operations, Brian has developed a passion for developing teams and employees in all roles. He has significant experience in serving as a people leader, inspiring individuals and teams to achieve aggressive growth goals.

Brian continues to complement his business management abilities with extensive knowledge of investment markets. 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 is a past member of the Schwab Institutional Advisory Board.

Prior to entering the RIA industry, Brian served as an Investment Specialist at Charles Schwab, where he guided clients in developing sophisticated investment strategies. He graduated Cum Laude 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.

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.