Owen joined Enhancing Capital as a research analyst in 2023. He dedicates most of his day to investment research, which includes studying public companies for potential investment in client portfolios and monitoring existing client holdings. He also spends time sitting with clients to discuss their financial situation and plan for the future.
Before joining EC, he spent three years in New York City with SMBC Nikko as the lead equity research associate covering enterprise software. Owen holds a master’s degree in financial analysis and bachelor’s degree in finance from Gordon College.
Owen lives in Harrisburg with his wife, daughter, and their playful Saint Berdoodle, Bailey. He attends Community Fellowship Church in Lancaster, PA.
Outside of work, Owen loves being outdoors; you’ll find him hiking and golfing in the summer and skiing in the winter. He loves traveling to new places with his family and cherishes quality time with family and friends
Enhancing Capital was founded as a family office in 2007 to manage investments for a family of businesses. Enhancing Capital became a registered investment advisor (RIA) in 2017, today managing over $300 million in firmwide assets.
The information provided herein is for informational purposes, represents only a summary of topics discussed, and does not represent personalized investment advice or recommendations. The opinions expressed herein are those of Enhancing Capital, LLC, which are subject to change without notice.
