Richard Owen

Portfolio Manager-Equities at

Beech Hill Advisors, Inc.

Finance

Consumer Services

Profile

Mr. Richard Owen, Jr., is a Vice President & Portfolio Manager at Point Windward Advisors, Inc. He works with clients on holistic wealth management, retirement and financial planning, and portfolio management.
He focuses on helping families organize their financial lives with strategies that consider both immediate needs and long-term goals.
Mr. Owen career includes roles as a Financial Advisor and Wealth Manager at Citigroup, Smith Barney, and Morgan Stanley, as well as experience as a nonprofit and arts consultant and administrator.
This blend of financial and organizational leadership has shaped his thoughtful, well-rounded approach to client relationships.
He studied Philosophy and Government as a double major at Dartmouth College.

Richard Owen active positions

Companies	Position	Start
Beech Hill Advisors, Inc. Beech Hill Advisors, Inc. Investment ManagersFinance Point Windward Advisors works closely with their clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. The firm manages equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to their clients.	Portfolio Manager-Equities	31/12/2013

All active positions of Richard Owen

Former positions of Richard Owen

Companies	Position	End
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Training of Richard Owen

Experiences
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Linked companies

Private companies	4
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Beech Hill Advisors, Inc. Beech Hill Advisors, Inc. Investment ManagersFinance Point Windward Advisors works closely with their clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. The firm manages equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to their clients.	Finance
Manhattan School of Music Manhattan School of Music Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services