Simon Owen, Cfp®, Clu®, Ch Fc®
About Simon Owen, Cfp®, Clu®, Ch Fc®
Simon Owen is a Senior Vice President at Lion Street Private Client Group, specializing in insurance strategies for high-net-worth clients. He has extensive experience in wealth management, having previously held positions at Bank of America Merrill Lynch and Highland Capital Brokerage.
Work at Lion Street
Simon Owen serves as the Senior Vice President at Lion Street Private Client Group. He has held this position since 2020, contributing to the firm's focus on providing tailored insurance solutions for high-net-worth clients. In this role, he collaborates closely with financial advisors and planning professionals to design and implement sophisticated insurance strategies that meet the unique needs of families, executives, and business owners.
Previous Experience at Bank of America Merrill Lynch
Before joining Lion Street, Simon Owen worked at Bank of America Merrill Lynch as First Vice President in the Investments, Wealth Structuring Group. His tenure lasted from 2002 to 2012, where he gained extensive experience in wealth management and investment strategies in the Greater Los Angeles area.
Professional Background at PricewaterhouseCoopers
Simon Owen has a significant background in transaction services, having worked at PricewaterhouseCoopers. He served as a Manager in Transaction Services from 1994 to 2001 in London, UK, and again from 2001 to 2002 in San Jose, California. This experience provided him with a solid foundation in financial analysis and consulting.
Experience at Highland Capital Brokerage
Simon Owen was Vice President at Highland Capital Brokerage from 2012 to 2020 in the Greater Los Angeles area. In this role, he further developed his expertise in insurance solutions and client relationship management, which he now applies in his current position at Lion Street.
Education and Expertise
Simon Owen earned a Bachelor of Science (BSc) degree in Chemistry and Food Science from Reading University, studying from 1991 to 1999. His educational background, combined with his professional experience, equips him with a unique perspective in wealth planning and insurance strategy formulation.