Ryan Owens, CFA

- Built and launched a software product targeting sales teams that service non-profit clients - Aggregated data spanning 1.7 million non-profit organizations over ten years into a searchable database that allows our clients to efficiently identify, profile, and build relationships with non-profit organizations - Grew the product to thousands of registered users and hundreds of thousands of annual visitors.

- Delivered outsourced CIO and retirement plan solutions as the relationship head for institutional clients with $5 - $75 million in investable assets - Served as a member of the investment due diligence team responsible for vetting and analyzing investment strategies used in plan portfolios across $10 billion in client assets - Regularly engaged with outside managers to produce Due Diligence Questionnaires, understand portfolio attribution, get updates on portfolio positioning and strategy - Actively engaged in improving due diligence processes, including analyzing and establishing methodologies to automate portions of the process - Heavily involved in new business development, with contributions focused on communicating investment strategy, plan structure and manager selection decisions to new clients

- Led United Bank’s 8-person investment team, with responsibility over $1.5 billion in client assets, through investment policy, asset allocation, manager & security selection decisions - Member of investment committee responsible for manager selection & due diligence, overseeing a platform of ~100 outside managers - Worked closely with high-net-worth and institutional clients on investment policy setting, portfolio construction and ongoing oversight of investment portfolios