John William Owens
Portfolio Manager-Equities at Morningstar Investment Services LLC
John William Owens active positions
Companies | Position | Start | End |
---|---|---|---|
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Portfolio Manager-Equities | 31/12/2008 | - |
Career history of John William Owens
Former positions of John William Owens
Companies | Position | Start | End |
---|---|---|---|
Andersen & Co. LLP | Corporate Officer/Principal | 29/09/2011 | 29/09/2011 |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - | 31/12/2008 |
Sandefer Capital Partners LP
Sandefer Capital Partners LP Investment ManagersFinance Sandefer Capital Partners LP is a private equity firm, founded in 1995 by Jeff D. Sandefer. The firm headquartered in Austin, Texas. | Corporate Officer/Principal | 27/02/2000 | 27/02/2000 |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 29/06/1996 | 29/06/1996 |
Training of John William Owens
Oklahoma State University | Graduate Degree |
The University of Texas at Austin | Masters Business Admin |
Statistics
International
United States | 7 |
Australia | 2 |
Operational
Corporate Officer/Principal | 4 |
Analyst-Equity | 1 |
Graduate Degree | 1 |
Sectoral
Finance | 4 |
Commercial Services | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Andersen & Co. LLP | Commercial Services |
Sandefer Capital Partners LP
Sandefer Capital Partners LP Investment ManagersFinance Sandefer Capital Partners LP is a private equity firm, founded in 1995 by Jeff D. Sandefer. The firm headquartered in Austin, Texas. | Finance |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Finance |
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