Owen Dugan
About Owen Dugan
Owen Dugan serves as the Senior Vice President of Investments at UBS Financial Services Inc. in Boston, MA, where he has worked since 2012, specializing in wealth management and financial planning.
Work at UBS
Owen Dugan has been serving as Senior Vice President - Investments at UBS Financial Services Inc. since 2012. His role involves addressing a variety of wealth management needs, including portfolio management, retirement planning, insurance, and estate planning strategies. Dugan is based in Boston, MA, where he has contributed to the firm by helping clients achieve long-term financial well-being through comprehensive planning.
Previous Experience at Morgan Stanley
Before joining UBS, Owen Dugan worked at Morgan Stanley Smith Barney for 17 years, from 1995 to 2012, also in Boston, MA. During his tenure as Senior Vice President, he gained extensive experience in investment management and client relations, further developing his expertise in financial services.
Career Beginnings at Kidder Peabody
Owen Dugan began his career in financial services at Kidder Peabody in 1985. His entry into the industry was inspired by his father-in-law's ownership of a seat on the New York Stock Exchange. This early experience laid the foundation for his long-standing career in wealth management and investment services.
Education and Expertise
Owen Dugan studied at St. Sebastian's from 1973 to 1979, followed by the College of the Holy Cross, where he earned a Bachelor of Arts in English from 1979 to 1983. His educational background has contributed to his communication skills and understanding of client needs within the financial sector.