Owen is a dedicated research analyst and member of the Investment Committee at Obermeyer Wealth Partners, where he helps guide security selection, portfolio construction, and investment strategy across asset classes.
Owen is an experienced investment professional specializing in public equity research and portfolio management. He began his career in financial services in 2015 and brings a broad institutional investment background spanning both public and private markets.
Before joining Obermeyer Wealth Partners, Owen was a Vice President at Bessemer Trust in New York, where he focused on small- and mid-cap equity investments. Previously, he worked at The Olayan Group, analyzing public and private equity opportunities, and earlier in his career held roles in equity research at UBS and advisory at EY.
Owen earned a Bachelor of Science in Finance and a Master of Accounting from Tulane University and currently holds his CPA designation.
On a Personal Note
Outside of work, Owen enjoys making the most of Colorado’s outdoors through hiking and fishing, as well as pursuing interests in cooking, Brazilian Jiu-Jitsu, photography, and DJing.
