Craig McGee, CFA
Portfolio Manager at Ullman Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Toronto, Ontario, Canada, CA
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Experience
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Ullman Wealth Management
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Canada
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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Jul 2017 - Present
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The Ullman Group, Richardson GMP
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Toronto
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Portfolio Manager
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Jan 2015 - Jun 2017
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Morningstar
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United States
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Financial Services
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700 & Above Employee
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CPMS Institutional Account Manager, Analyst
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May 2009 - Dec 2014
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C.P.M.S. Computerized Portfolio Management Services Inc.
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Toronto, Canada Area
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Client Service and Investment Associate
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Nov 2007 - Apr 2009
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Education
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2000 - 2005
Wilfrid Laurier University
BBA/BSc, Finance, Math, Physics, Computer Science -
St Thomas Aquinas S.S.
Community
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