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Chris Owens, CFP®

Associate, Investment Operations

301.349.1309 | chris.owens@belr.com

Chris joined Bronfman Rothschild in 2018, bringing with a decade of experience in the financial industry.  As a member of our operations team, Chris leverages technology and expertise to deliver exceptional client care, working with financial advisors to implement complex financial plans and solutions. Chris’s designation as a CFP® professional also enables him to combine his effective management of operations processes with a planning-focused understanding of client goals, facilitating seamless collaboration between  advisor teams and their internal network of support.

Previous Experience

  • Analyst at Graystone Consulting
  • Senior Operations Associate at Convergent Wealth Advisors
  • Private Banker at Wells Fargo Bank

Industry Involvement

  • FINRA Series 7, 63 and 65 Licenses
  • CERTIFIED FINANCIAL PLANNER™
  • Member, Financial Planning Association of Maryland

Education

Glenville State College, BBA, Marketing

Mount St. Mary’s University, MBA

Northwestern University- Certificate in Financial Planning