John Owens

John Owens

Senior Associate, Business Assurance

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location of John OwensDes Moines Metropolitan Area

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  • Timeline

  • About me

    Senior Portfolio Manager at Morningstar Investment Management LLC

  • Education

    • Tulsa Memorial High School

      1985 - 1989
      High School
    • Oklahoma State University

      1993 - 1993
      M.S. Accounting
    • The University of Texas at Austin - The Red McCombs School of Business

      1996 - 1998
      MBA Finance
    • Oklahoma State University

      1989 - 1993
      B.S. Business Administration
  • Experience

    • PricewaterhouseCoopers

      Jan 1994 - Jul 1996
      Senior Associate, Business Assurance

      Planned and conducted annual audits and quarterly reviews of companies, including SEC registrants, in a variety of industries including manufacturing, food, and oil and gas.

    • Sandefer Capital Partners

      Nov 1998 - Mar 2000
      Chief Operating Officer

      Provided operational and administrative support to portfolio companies.

    • Andersen

      Apr 2000 - Oct 2001
      Manager, Corporate Restructuring

      Advised financial institutions on their lending decisions to distressed companies. Served as lead manager for teams conducting independent business reviews, including a review of strategy and financial projections.

    • Makinson Cowell

      Jan 2002 - Dec 2004
      Associate, Client Relations

      Advised chief executive officers, finance directors, and investor relations officers of publicly-traded companies on communications with institutional investors. Served clients in a variety of industries including retail, media, telecommunications, insurance, specialty finance, leisure, and paper.

    • Morningstar Investment Services

      Jan 2005 - Dec 2015

      Managed Select Stock Baskets, a series of customizable separate account portfolios, including nine distinct strategies to help advisors meet specific investment objectives and preferences for their clients, while remaining sensitive to tax and transaction costs. Provided lead coverage of 18 companies in the restaurant industry for both retail and institutional clients. Also managed the Ultimate Stock Picker’s Portfolio and maintained the Small Cap Superstars’ pick list.

      • Investment Manager

        Jan 2009 - Dec 2015
      • Senior Equity Analyst and Investing Specialist

        Jan 2005 - Jan 2009
    • Morningstar Invesment Management LLC

      Dec 2015 - Jan 2018
      Senior Portfolio Manager, Head of Equity Strategies
    • Morningstar Investment Management LLC

      Feb 2018 - now
      Senior Portfolio Manager
  • Licenses & Certifications

    • Certified Public Accountant

      State of Oklahoma Accountancy Board
      Jan 1994
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2005
  • Volunteer Experience

    • Tocqueville Society Member

      Issued by United Way of Central Iowa
      United Way of Central IowaAssociated with John Owens
    • Investment Committee Member

      Issued by Community Foundation of Greater Des Moines on Jan 2020
      Community Foundation of Greater Des MoinesAssociated with John Owens