Trent Alan Bowers

Trent Alan Bowers

Fondatore presso Narus Financial Partners LLC

Finance
Consumer Services

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

SocietàPosizioneInizio
Fondatore 01/10/2014
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Precedenti posizioni note di Trent Alan Bowers

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Trent Alan Bowers

University of South Florida Undergraduate Degree

Esperienze
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Aziende private

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4

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3

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Uomo

Donna

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Aziende private2

Finance

Finance

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