Patrick Joseph Bowen
President at One Capital Management LLC
Profile
Mr. Patrick J.
Bowen is a President at One Capital Management LLC.
He directs the firm’s overall strategy and operations and also runs the firm’s Global Asset Allocation and Wealth Management Practice.
Mr. Bowen was a Vice President with Bernstein Investment Research & Management (formerly Sanford C.
Bernstein & Co., Inc.) With Bernstein, he was in the Institutional Asset Management division where he worked with some of the firm’s largest corporate, pension, endowment and foundation clients.
He then moved to the private asset-management practice to apply his investment planning and asset allocation expertise to clients’ particularly complex issues.
He was an Executive Director-Investments in the Private Client Division of Oppenheimer & Co.
Mr. Bowen earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo.
He served on the Board of Directors of the Juvenile Diabetes Research Foundation (JDRF) and continues to support diabetes research through JDRF and the La Jolla Institute.
Patrick Joseph Bowen active positions
| Companies | Position | Start |
|---|---|---|
One Capital Management LLC
 One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | President | 2003-12-31 |
Former positions of Patrick Joseph Bowen
| Companies | Position | End |
|---|---|---|
Sanford C. Bernstein Ltd.
 Sanford C. Bernstein Ltd. Investment Banks/BrokersFinance Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools. | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Patrick Joseph Bowen
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Sanford C. Bernstein Ltd.
Sanford C. Bernstein Ltd. Investment Banks/BrokersFinance Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools. | Finance |
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