Trent Alan Bowers
Fondatore presso Narus Financial Partners LLC
Profilo
Mr. Trent A.
Bowers is a Chief Investment Officer, Investment Committee Chair & Co-Founder at Narus Financial Partners LLC.
Since co-founding the firm, he has been instrumental in developing the firm’s investment strategies as well as providing guidance to the Investment Committee around tactical investment stances.
He is also responsible for Narus’ quantitative research on individual securities and serves as portfolio manager for an all equity stock strategy, all equity dividend strategy, and a domestic and international portfolio.
He has over 17 years experience in the Financial Services industry.
Mr. Bowers served for over twelve years with Charles Schwab & Co. as a Portfolio Consultant in Schwab Private Client program.
In this role, he served as the primary contact for clients in determining and implementing investment strategies as well as ongoing monitoring of client’s portfolios.
With Schwab, Mr. Bowers was responsible for servicing some of the firm’s largest and most complex client relationships, totaling approximately $300 million in assets under management.
He received his Bachelor of Science in Physics from the University of South Florida.
He is an Accredited Asset Management Specialists (AAMS), Certified Financial Planner (CFP) and Registered Paraplanner (RP).
Posizioni attive di Trent Alan Bowers
Società | Posizione | Inizio |
---|---|---|
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Fondatore | 01/10/2014 |
Precedenti posizioni note di Trent Alan Bowers
Società | Posizione | Fine |
---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formazione di Trent Alan Bowers
University of South Florida | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
- Borsa valori
- Insiders
- Trent Alan Bowers