Jim Owens

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77 year

Finance

Consumer Services

Profile

James Courtney Owens worked as a Portfolio Manager at WCM Investment Management LLC, Wells Fargo Investments LLC, and Bank of Newport (California).
He graduated from the University of California, Santa Barbara with an undergraduate degree in 1971 and from California State University-Fullerton with a graduate degree in 1974.

Former positions of Jim Owens

Companies	Position	End
Wells Fargo Investments LLC Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate	Portfolio Manager-Equities	-
Bank of Newport (California) Bank of Newport (California) Regional BanksFinance State chartered commercial bank	Corporate Officer/Principal	-
WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people.	Analyst-Equity	-

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Training of Jim Owens

Experiences
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Linked companies

Private companies	5
WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM aims to generate long-term, sustainable excess returns for clients. The firm seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. They employ a bottom-up, fundamental method of analysis that emphasizes long-horizon growth prospects, competitive advantages, and company cultures conducive to attracting great people.	Finance
Wells Fargo Investments LLC Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate	Finance
California State University-Fullerton California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of Newport (California) Bank of Newport (California) Regional BanksFinance State chartered commercial bank	Finance

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