Owen Mc Bride, Cfp®, Clu®, Cepa
About Owen Mc Bride, Cfp®, Clu®, Cepa
Owen McBride is a Senior Vice President at UBS Wealth Management and co-founder of the Cleveland Wealth Management Team, which manages over $1 billion in assets. He holds multiple financial designations and is actively involved in community organizations in Greater Cleveland.
Work at UBS
Owen Mc Bride has been employed at UBS since 1993, serving as a Senior Vice President in Wealth Management for over 30 years. In his role, he functions as a Senior Portfolio Manager and Retirement Plan Consultant, providing comprehensive financial services to clients. He co-founded the Cleveland Wealth Management Team in 2002, which has grown to manage over $1 billion in assets for approximately 750 clients. Mc Bride successfully obtained the Private Wealth Advisor designation shortly after establishing the team, a credential that is held by fewer than 400 advisors at UBS.
Education and Expertise
Owen Mc Bride earned a Bachelor of Science in Business Administration (BSBA) from Xavier University, where he studied Finance from 1979 to 1983. His educational background has equipped him with the knowledge and skills necessary for his roles in wealth management and financial planning. He holds several professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Exit Planning Advisor (CEPA), which demonstrate his expertise in the financial services industry.
Background
Owen Mc Bride is recognized as a leader within the Greater Cleveland community. He actively engages with various organizations, including the Financial Planning Association, Northeast Ohio Chapter, and the City Club of Cleveland. His commitment to community service is evident through his long-term volunteer work with the Hot Meal Program at the Bishop Cosgrove Center. Additionally, he serves as a Trustee for the Orchard Beach Association and is a member of the Cleveland Yacht Club.
Achievements
Owen Mc Bride has made significant contributions to the field of wealth management through his leadership in the Cleveland Wealth Management Team, which he co-founded in 2002. Under his guidance, the team has successfully managed over $1 billion in assets. His attainment of the Private Wealth Advisor designation shortly after forming the team highlights his commitment to professional development and excellence in financial advisory services. Mc Bride's involvement in various community organizations further underscores his dedication to enhancing the financial planning profession and supporting local initiatives.