Stephen Owen, CFA
Principal, Chief Executive Officer
Mr. Stephen Owen is the Chief Executive Officer and a member of the firm’s management team. He is responsible for providing strategic direction in all aspects of the business, including distribution, marketing, operations and compliance.
Steve started his career at Touchstone Investments, progressing from a sales role to focus on money manager due diligence. He then worked as an Investment Analyst at a consulting firm before re-joining Touchstone in 2007. He spent the next 13 years building and leading their institutional distribution effort, along with supplementing manager due diligence for the subadvisor platform.
Steve received his B.S. in Civil/Environmental Engineering from The Ohio State University and his MBA (concentration in finance) from Xavier University. He is a CFA charter holder and member of the CFA Society Virginia.