Marty Owens, CFA, CFP®
Plymouth
Overview
32
32
years of professional experience
1
1
Certification
Work History
Wealth Advisor and Financial Planning Specialist
Heck Capital Advisors
Minneapolis
2022.03 - Current
- Manage portfolios using primarily in-house managed equity and fixed income portfolios for high net worth individuals as well as family foundations.
- Also, develop financial plans and consult on estate planning for individual investors to assure their portfolios are managed to goals.
- Meet regularly with the client base to review investment markets and the economy for and what that means for their portfolio to determine necessary changes.
Regional Director
Dimensional Fund Advisors
Austin
2019.03 - 2022.02
- Consulted with financial advisors and research teams to promote investment strategies, advise portfolio design, and advise on practice management.
- Responsible for the upper Midwest region to develop relationships, and grow revenue through seminar education, one on one meetings, and content marketing with advisory firms.
Vice President
The Leuthold Group, LLC
Minneapolis
2003.03 - 2019.02
- Responsible for both The Leuthold Group’s capital management and institutional research divisions for managing relationships and growing revenue.
- Frequently traveled to foster relationships, promote investment strategies, as well as update and consult with existing clients and prospects regarding portfolios and market outlook.
Corporate Banking Associate
U.S. Bancorp, NA
Minneapolis
2000.06 - 2003.03
- Partnered with two Vice Presidents from Special Assets Group to identify appropriate courses of action for distressed companies.
- Led initial credit analysis, including coverage calculations, collateral analysis, and enterprise valuations.
- Assessed client business and financial needs in face-to-face meetings with C-level managers, and other bank departments.
Equity Research Intern
RiverBridge Partners
Minneapolis
1999.04 - 2000.05
- Worked closely with portfolio managers and senior research analysts to identify growth companies.
- Selected to contribute to weekly investment committee meetings to review strategies and determine appropriate action for portfolio management.
Senior Regional Marketing Specialist
LGT Asset Management
San Francisco
1995.12 - 1998.06
- Partnered with two Senior Vice Presidents in the Mid-Atlantic region to deliver investment solutions and service support consisting of 3,500 investment advisors representing more than $1B in assets.
- Communicated portfolio management shifts, discoveries, and outlooks in global markets for equity and fixed-income product base, encompassing emerging markets, global developed markets, sector focused, and geography-focused mutual funds.
Mutual Fund Representative
Montgomery Asset Management
San Francisco
1995.06 - 1995.12
- Communicated information about company equity and fixed-income mutual funds, fund performance, allocations, and capital market trends to current and prospective shareholders by collaborating with portfolio managers and research analysts.
Investment Consultant
PNC Brokerage Corp.
Pittsburgh
1993.11 - 1995.06
- Developed and implemented PNC Unit Investment Trust sales desk, generating $100MM of purchases in primary and secondary offerings of laddered Muni and U.S. Government Unit Investment Trusts.
- Spearheaded due diligence and promotion of third-party funds.
Education
Master of Business Administration (M.B.A.) - Finance
University of Minnesota, Carlson School
Minneapolis, MN2000-05
Bachelor of Science - Accounting
Gannon University
Erie, PA1993-05
Skills
- Asset Allocation
- Investment management
- Financial planning
- Client relationship management
- Investment strategy development
- Marketing strategy
Certification
- CFA Charterholder
- CFP Professional
Affiliations
Board Member & Incoming Treasurer - Three Rivers Park District Foundation - Minneapolis MN
Timeline
Wealth Advisor and Financial Planning Specialist
Heck Capital Advisors
2022.03 - Current
Regional Director
Dimensional Fund Advisors
2019.03 - 2022.02
Vice President
The Leuthold Group, LLC
2003.03 - 2019.02
Corporate Banking Associate
U.S. Bancorp, NA
2000.06 - 2003.03
Equity Research Intern
RiverBridge Partners
1999.04 - 2000.05
Senior Regional Marketing Specialist
LGT Asset Management
1995.12 - 1998.06
Mutual Fund Representative
Montgomery Asset Management
1995.06 - 1995.12
Investment Consultant
PNC Brokerage Corp.
1993.11 - 1995.06
Master of Business Administration (M.B.A.) - Finance
University of Minnesota, Carlson School
Bachelor of Science - Accounting
Gannon University