Profile
Mr. Paul Owen is Vice President & Financial Advisor at CapFinancial Partners LLC.
Prior to joining CapFinancial Partners in 2008, Mr. Owen served as Director of Retirement Plans at Capital Strategies Advisors, Inc. He has also served as Director of Retirement Sales for UVEST, a division of LPL Financial, in Charlotte, NC.
He serves on the administrative board of Trinity United Methodist Church and also spends time coaching and teaching throughout various youth sports leagues.
Mr. Owen earned a Bachelor of Science degree in Corporate Finance from Auburn University.
He earned a MBA from the Manderson School of Business at the University of Alabama and is certified as an Accredited Investment Fiduciary (AIF®) and an Accredited Pension Representative.
Former positions of Paul Owen
| Companies | Position | End |
|---|---|---|
Brookline Investments, Inc.
 Brookline Investments, Inc. Investment ManagersFinance Brookline Investments, Inc. (Brookline) is a SEC-registered asset management firm headquartered in Birmingham, Alabama. The firm was founded in 1999 as Capital Strategies Group, Inc. They are a wholly-owned subsidiary of Brookline Financial Partners, Inc. Brookline provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and other corporations and business entities. | Corporate Officer/Principal | 2007-12-30 |
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Corporate Officer/Principal | 2007-05-31 |
Training of Paul Owen
| Auburn University | Undergraduate Degree |
| The University of Alabama | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
UVEST Financial Services Group, Inc.
UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance |
Brookline Investments, Inc.
Brookline Investments, Inc. Investment ManagersFinance Brookline Investments, Inc. (Brookline) is a SEC-registered asset management firm headquartered in Birmingham, Alabama. The firm was founded in 1999 as Capital Strategies Group, Inc. They are a wholly-owned subsidiary of Brookline Financial Partners, Inc. Brookline provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and other corporations and business entities. | Finance |
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