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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
As a founding member of the Cleveland Wealth Management Team, Owen has spent over 37 years helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. Owen is a member of UBS' Chairman's Council, honoring him as one of the top advisors at UBS. Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships. He prides himself, and the entire team, on the ability to integrate all aspects of their clients’ lives into a comprehensive financial plan.
An advisor and mentor, Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
As a founding member of the Cleveland Wealth Management Team, Owen has spent over 37 years helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. Owen is a member of UBS' Chairman's Council, honoring him as one of the top advisors at UBS. Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships. He prides himself, and the entire team, on the ability to integrate all aspects of their clients’ lives into a comprehensive financial plan.
An advisor and mentor, Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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