Joined Curi Capital
August 2017
Education
- BA in Art History and Political Economy, Carleton College
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Prudential Financial, Inc., Financial Professional Associate
Bio
Owen joined Curi Capital in 2017 as an associate in the Washington, D.C. office and moved back to the Twin Cities in 2019. Shortly thereafter, he joined the Family Office team in Milwaukee. Prior to Curi Capital, Owen was an associate in the Insurance and Advisory department at Prudential Financial. In this position, he worked with clients in the Twin Cities to ensure their insurance coverage aligned with their investment and financial needs.
At Curi Capital, Owen provides personalized planning solutions for multi-generational individuals and families. In particular, he specializes in complex tax and estate and long-term financial planning.
Owen received his BA in Art History and Political Economics from Carleton College and earned the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Owen enjoys running, traveling, and trying new restaurants with friends and family.