The principal owners of our firm are Zack Bowen and Linda Bowen. Zack Bowen has been in the retail financial services business since 1982 and the institutional research sales business since 1986. Zack has worked for firms including Butcher & Singer, Kemper Securities, Janney Montgomery Scott and Commerce Bank with increasing duties and responsibilities over his 30 year career. He held a variety of senior management positions including Director of Institutional Sales and Trading at Commerce Bank, Managing Director of various regional operations and divisional vice presidents of various sales teams. As part of the institutional research sales business Zack has worked primarily marketing investment ideas and strategies to analysts and portfolio managers at some of the largest financial institutions in the country.
Linda Bowen has over 22 years working first as an economist with Dean Witter Reynolds, then as a financial services industry analyst with Merrill Lynch, Drexel Burnham Lambert and with Fiduciary Trust International. Her role was one of creating research ideas in the banking, insurance and financial services industries. In addition she has worked six years in real estate, representing both individuals and investors.
Together we formed Bowen Asset Management LLC with the idea that an institutional quality research investment process and analysis can be brought to the retail investor at a reasonable price. We do not believe in commissions, trailing retainers or hidden fees. There is no reason why the investment process should not be simple, straightforward, honest and transparent and truly made in the best interest of the underlying client. We believe in Honesty, Integrity and Transparency.