Profil
Mr. Thomas R.
Owens is a Principal at Garde Capital, Inc. He Co-Founded Garde Capital in 2009.
Mr. Owens began his career in the securities industry at Shearson Lehman Brothers in 1990 and spent a decade with Prudential Securities before joining UBS as a Senior Vice President in 2003.
During his over 30 years in investment management, he has focused on developing business that provides comprehensive wealth management solutions for high net worth individuals, families, trusts, foundations, and corporate retirement plans.
A native of Seattle, Mr. Owens graduated from Garfield High School, and Pomona College in Claremont California.
Postes actifs de Tom Owens
| Sociétés | Poste | Début |
|---|---|---|
Garde Capital, Inc.
 Garde Capital, Inc. Investment ManagersFinance Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees. | Fondateur | 01/01/2009 |
Anciens postes connus de Tom Owens
| Sociétés | Poste | Fin |
|---|---|---|
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
UBS Capital Americas LLC
 UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
Formation de Tom Owens
| Pomona College | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Garde Capital, Inc.
Garde Capital, Inc. Investment ManagersFinance Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees. | Finance |
| Prudential Securities | Finance |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Finance |
