Trent Alan Bowers

Fondateur chez Narus Financial Partners LLC

Profil

Mr. Trent A.
Bowers is a Chief Investment Officer, Investment Committee Chair & Co-Founder at Narus Financial Partners LLC.
Since co-founding the firm, he has been instrumental in developing the firm’s investment strategies as well as providing guidance to the Investment Committee around tactical investment stances.
He is also responsible for Narus’ quantitative research on individual securities and serves as portfolio manager for an all equity stock strategy, all equity dividend strategy, and a domestic and international portfolio.
He has over 17 years experience in the Financial Services industry.
Mr. Bowers served for over twelve years with Charles Schwab & Co. as a Portfolio Consultant in Schwab Private Client program.
In this role, he served as the primary contact for clients in determining and implementing investment strategies as well as ongoing monitoring of client’s portfolios.
With Schwab, Mr. Bowers was responsible for servicing some of the firm’s largest and most complex client relationships, totaling approximately $300 million in assets under management.
He received his Bachelor of Science in Physics from the University of South Florida.
He is an Accredited Asset Management Specialists (AAMS), Certified Financial Planner (CFP) and Registered Paraplanner (RP).

Postes actifs de Trent Alan Bowers

Sociétés	Poste	Début
Narus Financial Partners LLC	Fondateur	01/10/2014

Anciens postes connus de Trent Alan Bowers

Sociétés	Poste	Fin
Charles Schwab & Co., Inc.	Corporate Officer/Principal	-

Formation de Trent Alan Bowers

University of South Florida

Undergraduate Degree