Owen Kim serves as the firm’s Lead Trading Analyst, specializing in portfolio construction, investment models, and wealth management strategies. He earned a Bachelor of Arts in Economics from the University of California, Irvine, and holds the Series 7, Series 66, and insurance licenses.
Owen works closely with advisors and clients to provide insight into portfolio models and the firm’s investment strategies. He believes that strong collaboration, clear communication, and a disciplined approach to investing are key to helping clients pursue their long-term financial goals. Committed to professional growth and exceptional service, Owen strives to deliver meaningful outcomes and a high-quality client experience.