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J. Chris McGee




J. Chris McGee, CFA, CAIA

Chief Investment Officer

Chris McGee holds an MBA in finance and marketing from the J. L. Kellogg Graduate School of Management at Northwestern University and a BS in commerce from the University of Virginia. He is a member of the CFA Institute, CFA Tampa Bay and CAIA Association. He also served on the candidate curriculum committee of the CFA Institute and served as a grader for the CFA Examination for the CFA Institute in Charlottesville, Virginia. He served on the board of directors of Selah Freedom from 2014 - 2018 in Sarasota.

Chris McGee heads Caldwell’s investment committee, which draws on a team of experienced in-house professionals and outside directors to formulate Caldwell's view on the capital markets and investment strategy.

A Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), McGee had previously been senior investment adviser and senior vice president at PNC Wealth Management in Sarasota for nearly a decade. Prior to that he was portfolio manager for five years with U.S. Trust (formerly Bank of America) in Sarasota. Before relocating here, he had served as vice president, capital management, for Wachovia Bank in Winston-Salem, North Carolina. He commenced his career as an equity analyst on Wall Street.

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