Bios
The principal owners of Bowen Asset Management are Linda Bowen and Zack Bowen. Together, we have over 50 years of experience in financial services. Bowen Asset Management was formed with the idea of bringing Wall Street knowledge of the investment process to Main Street. There is no reason why the investment process should not be simple, straightforward, honest, transparent, and truly made in the best interest of the client. We do not believe in commissions, trailing retainers, or hidden fees. We believe in Honesty, Integrity and Transparency.
Linda Bowen: I have over 22 years working on Wall Street, first as an economist with Dean Witter Reynolds, then as a financial-services industry analyst with Merrill Lynch, Drexel Burnham Lambert, and Fiduciary Trust International. My focus was on creating research ideas in the banking, insurance, and financial services industries. My ideas were used by portfolio managers investing funds for large institutions as well as individual investors. In addition, I have over fifteen years of experience in real estate, representing both individuals and investors.
Zack Bowen. I have been in the financial services business since 1982 and has worked for firms including Butcher & Singer, Kemper Securities, Janney Montgomery Scott, and Commerce Bank, with increasing duties and responsibilities over my 36-year career.
I have 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 presidencies of various sales teams. As part of the institutional research sales business, I have worked in marketing investment ideas and strategies to analysts and portfolio managers at some of the largest financial institutions in the country.