As a founding member of the Cleveland Wealth Management Team, Owen has spent over 37 years helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. Owen is a member of UBS' Chairman's Council, honoring him as one of the top advisors at UBS.  Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships. He prides himself, and the entire team, on the ability to integrate all aspects of their clients’ lives into a comprehensive financial plan.

An advisor and mentor, Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.

• ForbesSHOOK Best-In-State Wealth Advisor 2018, 2019, 2020

• Xavier University, B.S.B.A. Finance
• Certified Financial Planner
• Chartered Life Underwriter
• Retirement Plan Consultant
• Senior Portfolio Manager

• Series 7, 31, 63, 65 Securities Licenses

• Financial Planning Association, Northeast Ohio Chapter (Member)
• Northeast Ohio Chapter of Financial Planners (Former Board Member)
• City Club of Cleveland (Member)
• Bishop Cosgrove Center (Volunteer)

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI