Owen has been with UBS since 1987. Owen has a broad range of clients that include private clients, nonprofit organizations, endowments and foundations, municipalities and corporate retirement accounts. His investment philosophy stresses the importance of asset allocation and diversification, which he bases on each client's long-term goals and objectives.

Owen earned his Certified Investment Management Analyst and Chartered Private Wealth Advisor credentials and is a member of UBS's Pacesetter's Council.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people. He splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

• Certified Investment Management Analyst (CIMA), Wharton School of Business University Pennsylvania 2003
• Chartered Private Wealth Advisor (CPWA), Investment Management Consultants Association 2008

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Life and Health Insurance Licensed: AK, AZ, OR, WA

AK, AZ, CA, CO, CT, FL, GA, IA, ID, IL, LA, MA, MD, MI, MN, NC, NH, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WY