Ken Bown

Partner, Wealth Advisor - Family Office

Role
Wealth Advisor - Family Office at Firstpurpose Wealth
Location
Orem, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ken Bown

Certified Financial Planner® Professional with MBA in Finance and Marketing from…

Experience

  1. Wealth Advisor - Family Office

    Firstpurpose Wealth

    Jan 2012 — Present · Orem, UT, US

Education

  • Northwestern University - Kellogg School of Management

    MBA, Finance & Marketing

    1996 — 1997

  • Utah State University

    BA, Information Systems

    1989 — 1994

Skills

  • Financial Modeling
  • Wealth Management
  • Retirement
  • Strategic Financial Planning
  • Asset Managment
  • Portfolio Management
  • Asset Allocation
  • Mutual Funds
  • Risk Management
  • Alternative Investments
  • Investments
  • Financial Advisory
  • Financial Analysis
  • Equities
  • Retirement Planning

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Ken Bown — Wealth Advisor - Family Office at Firstpurpose Wealth in Orem, UT, US | Unifers