Meet Jaime McMillan...

Jaime McMillan is founder and Chief Investment Officer of the Cannabis Capital Growth Portfolio (CCG) which provides both asset management and wealth advisory services for its clients, in the Cannabis and CBD industries.

 

Jaime has over 25 years of investment experience as a portfolio manager, investment allocator and capital markets professional across multiple asset classes. Jaime is a recognized voice in the cannabis industry after launching (CCG) in 2018 largely considered the first separate account management of individual public cannabis companies. 

 

Jaime is also the founder of McMillan Advisors Family Wealth Office (MAF) where the firm serves individual family investors seeking a holistic approach  to advice and wealth creation strategies.  (MAF”s) investment approach is rooted in discovering the most rapidly growing brands of global companies.  Jaime’s approach includes focusing on ESG or Environmental, Social, and Governance factors in measuring the sustainability and societal impact of an investment in a company or businesses. 

 

Prior to (MAF), Jaime worked for decades at one of the largest brokers Charles Schwab & Co, serving as a Regional Manager at Schwab’s partner company United States Trust Company.  His region of Southern California was most successful in bridging wealth management services to Schwab offices and their clientele. 

 

At Schwab, he also served in multiple offices as a Private Client Consultant overseeing $350 million in investor assets advising on asset portfolios, manager selection, equity strategies, tax and estate planning and real estate lending.

 

Jaime started his career at Bear Stearns in Atlanta in the equity sales and trading team.  Jaime received his undergraduate degree at North Carolina State University and later earned his Juris Doctor at Trinity Law School in Orange County California.  In addition, he served in the United States Marine Corp reserve while attending college with duties at several bases including Marine Corp Recruit Perris Island and Camp Lejeune. 

 

Jaime lives in Colorado and has two sons. When he is not with his family, Jaime enjoys skiing and boarding the mountains and is a certified scuba diver.