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Chris Owens, CFP®

Senior Client Associate

301.349.1309 | chris.owens@belr.com

Chris joined Bronfman Rothschild in 2018, bringing with him a decade of experience in the financial industry. After spending a year working with the firm’s investment operations team, Chris transitioned to the position of senior client associate, allowing him to work more directly with the financial plans of clients. As a Certified Financial Planner, Chris works to support client relationships, assisting with the development and implementation of financial plans and investment portfolios. In his free time, Chris competes in ultra-endurance events, most recently completing the Ironman Maryland triathlon and JFK50 Ultramarathon. He uses the lessons learned from these events to make sure clients stay on track to achieve their financial goals. 

Previous Experience

  • Investment Operations Associate at Bronfman Rothschild
  • 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