Senior asset management executive with deep experience across distribution, product development, investment research, financial analysis, and investor relations. Authored the CFA Institute’s Asset Management Industry Guide, an industry primer for buy-side investment professionals. Co-authored a chapter included the 2018 CFA Exam Curriculum (Level III) US/EU National
Owen Concannon, CFA is a senior asset management executive with over 21 years of experience. He has a strong background in distribution, product development, investment research, financial analysis, and investor relations. Owen has authored the CFA Institute's Asset Management Industry Guide, a industry primer for buy-side investment professionals. He has worked in various roles, including Senior Vice President, Research Director at Neuberger Berman, Director at Guggenheim Partners, Assistant Vice President at Touchstone Investments, and Consulting and Research Director at FUSE Research Network. Owen's expertise and knowledge make him a valuable asset in the field of asset management.
Guggenheim Partners is a global investment and advisory firm with more than $300 billion in assets under management*. We have a track record of delivering results through innovative solutions across our two primary businesses of investment management and investment banking. Our Heritage Our history stems from Guggenheim Brothers, the Guggenheim family business dating back to the late 1800s. Guggenheim Partners began with the mission of creating exceptional value for our clients by applying the principles that made the Guggenheim family one of the most successful innovators, investors, and business managers in American history. These principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. Investing involves risk, including the possible loss of principal. *Assets under management are as of 3.31.2023 and include consulting services for clients whose assets are valued at approximately $84bn
What is Distinctively Active? At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active strategies or serves as a complement to passive strategies. That is the power of Distinctively Active. Touchstone Funds are offered nationally through intermediaries including broker-dealers, financial planners, registered investment advisors and institutions by Touchstone Securities, Inc. For more information please call 800.638.8194 or visit www.touchstoneinvestments.com Specialties Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise. Touchstone Securities Inc. Is a registered broker-dealer and member FINRA and SIPC
FUSE Research Network is a leading edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive, and forward-looking guidance to firms in the asset management industry. While the industry is supported by dozens of strategic consultants and data providers, FUSE's positioning is firmly in the area of tactical execution.
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Owen Concannon, CFA works for Neuberger Berman
Owen Concannon, CFA's role in Neuberger Berman is Senior Vice President Research Director
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Owen Concannon, CFA's latest job experience is Senior Vice President Research Director at Neuberger Berman
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