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Owen Dugan

Vice President

722 followers

Boston, Massachusetts, United States

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Timeline
About me
Sr. Vice President - Wealth Management
Education
- St. Sebastian's
  1973 - 1979
- College of the Holy Cross
  1979 - 1983
  BA English
  Activities and Societies: Varsity Hockey 4 years Varsity Hockey 4 years
Experience
- Kidder Peabody
  Jan 1985 - Jan 1995
  Vice President
- Morgan Stanley Smith Barney
  Jul 1995 - Sept 2012
  Senior Vice President
- UBS Financial Services Inc.
  Sept 2012 - now
  Senior Vice President - Investments
  Inspired by his father-in-law's ownership of a seat on the New York Stock Exchange, Owen launched his own career in financial services at Kidder Peabody in 1985. In 2012, he joined UBS. Owen focuses on a range of client's wealth management needs, including portfolio management and structuring, retirement, insurance and estate planning strategies. He gets great satisfaction from helping his clients achieve their goals and long-term financial well-being through planning.
Licenses & Certifications
- **Registered States** AK, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI
  FINRA
Volunteer Experience
- Associate Head Hockey Coach
  Issued by Wellesley High School on Nov 2012
  Associated with Owen Dugan
- Greens Chair, 2ND VP, Board Member
  Issued by Wellesley Country Club on Mar 2015
  Associated with Owen Dugan
- Past President
  Issued by Elon University Parents Council on Sept 2014
  Associated with Owen Dugan
- President
  Issued by Foundation For Faces of Children on Jun 1992
  Associated with Owen Dugan

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