![Richard Owen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Richard Owen
Gestionnaire de Portefeuille-Actions chez
Beech Hill Advisors, Inc.
Profil
Mr. Richard Owen, Jr., is a Vice President & Portfolio Manager at Point Windward Advisors, Inc. He works with clients on holistic wealth management, retirement and financial planning, and portfolio management.
He focuses on helping families organize their financial lives with strategies that consider both immediate needs and long-term goals.
Mr. Owen career includes roles as a Financial Advisor and Wealth Manager at Citigroup, Smith Barney, and Morgan Stanley, as well as experience as a nonprofit and arts consultant and administrator.
This blend of financial and organizational leadership has shaped his thoughtful, well-rounded approach to client relationships.
He studied Philosophy and Government as a double major at Dartmouth College.
Postes actifs de Richard Owen
| Sociétés | Poste | Début |
|---|---|---|
Beech Hill Advisors, Inc.
 Beech Hill Advisors, Inc. Investment ManagersFinance Point Windward Advisors works closely with their clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. The firm manages equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to their clients. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Richard Owen
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Richard Owen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beech Hill Advisors, Inc.
Beech Hill Advisors, Inc. Investment ManagersFinance Point Windward Advisors works closely with their clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. The firm manages equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to their clients. | Finance |
Manhattan School of Music
 Manhattan School of Music Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
