Kurt J Owen

Kurt has been serving investors since 1983. His passion as a financial advisor and founding partner with the Owen Covey Wealth Management team at UBS stems from a lifelong interest in capital markets and his desire to help educate clients in reaching their investment goals and objectives. His disciplined approach to managing the investments of individuals, families, and businesses is enhanced by his comprehensive knowledge of asset allocation, Modern Portfolio Theory, technical analysis, and portfolio management. Kurt has extensive experience with fixed income instruments, trust services, large-cap value equities, money manager due diligence, and alternative investment strategies. A Washington state native, Kurt is a professional ski instructor and avid photographer. He resides in Seattle’s Magnolia neighborhood with his wife, Mona, and their two children, Zaidee and Finley.