A University of Dayton graduate, Owen studied applied mathematical economics and finance. In college, he became involved with his school’s portfolio management club, which sparked his interest in the equity research process. After learning about an internship opportunity at Cleveland Research Company that perfectly aligned with his career interests, Owen applied, got the internship, and eventually earned a spot as a full-time employee.
Owen focuses on providing as much value to clients as possible. His day always starts with a morning meeting where the Research Team presents any new findings or recent big research topics. Afterwards, Owen sits down with his manager to outline his goals for his day—which can include anything from making channel calls with clients to updating financial models.