Owen advises high-net-worth and ultra-high-net-worth individuals, families, and institutions on wealth management matters with customized portfolio management and financial planning services. He is also a member of the Beaumont Investment Committee. Before joining Beaumont, Owen spent seven years working for an investment advisor in New York City. He earned a BA in economics and mathematical science from Colby College and an MBA from NYU Stern School of Business. Owen is a member of the CFA Institute and a CFA® Charter holder and serves as a board member for Red River Forests, LLC.