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Colin MacLean, CFA, CIMA®

Colin MacLean, CFA, CIMA®

CFO and E-mini trader

Followers of Colin MacLean, CFA, CIMA®1000 followers
location of Colin MacLean, CFA, CIMA®Hinsdale, Illinois, United States

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  • Timeline

  • About me

    Director | Senior Portfolio Manager at BMO Wealth Management - U.S.

  • Education

    • University of Illinois at Urbana-Champaign

      -
      BA Economics, Computer Science minor

    • Homewood-Flossmoor High School

      -

  • Experience

    • D&M Trading II

      Aug 2002 - May 2004
      CFO and E-mini trader

    • Morgan Stanley

      May 2004 - Nov 2007
      Financial Advisor

    • UBS Private Wealth Management

      Nov 2007 - Mar 2014
      Account Vice President - Investments

    • Wintrust Wealth Management

      Mar 2014 - Aug 2015
      Vice President - Investments

    • BMO Wealth Management - U.S.

      Aug 2015 - now

      • Director | Senior Portfolio Manager

        Jul 2017 - now

      • Vice President - Senior Portfolio Manager

        Aug 2015 - Jul 2017

  • Licenses & Certifications

    • CFA Charterholder

      CFA Institute

    • Chartered Financial Analyst

      162977
      View certificate certificate

    • Certified Investment Management Analyst®

      Jan 2008

  • Volunteer Experience

    • Advocate

      Issued by JDRF on Jan 2004
      JDRFAssociated with Colin MacLean, CFA, CIMA®

    • Board Member

      Issued by JDRF - Illinois Chapter on Jul 2021
      JDRF - Illinois ChapterAssociated with Colin MacLean, CFA, CIMA®