John William Owens
Portfolio Manager-Equities at Morningstar Investment Services LLC
Profile
Mr. John W.
Owens, CFA MBA, is a Senior Stock Analyst at Morningstar Investment Services LLC.
He is also an investing specialist, managing Morningstar's Ultimate Stock Picker's Portfolio and maintaining Morningstar's Small-Cap Superstars' pick list.
Before joining Morningstar in 2005, Mr. Owens spent five years as a consultant in capital advisory and corporate restructuring, two years as chief operating officer of Sandefer Capital Partners (a private equity investment fund), and three years as an auditor for Coopers & Lybrand.
He holds an MBA with a concentration in finance from the University of Texas at Austin and a bachelor's degree in accounting from Oklahoma State University.
He is a CFA charterholder.
John William Owens active positions
| Companies | Position | Start |
|---|---|---|
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Portfolio Manager-Equities | 2008-12-31 |
Former positions of John William Owens
| Companies | Position | End |
|---|---|---|
| Andersen & Co. LLP | Corporate Officer/Principal | 2011-09-29 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 2008-12-31 |
Kpmg Archer Ltd.
 Kpmg Archer Ltd. Investment ManagersFinance Makinson Cowell Ltd. operates a consultancy firm. It provides capital markets advice and investor study. The company is headquartered in Canary Wharf, the United Kingdom. | Corporate Officer/Principal | 2004-11-30 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 1996-06-29 |
Training of John William Owens
| Oklahoma State University | Graduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
| Andersen & Co. LLP | Commercial Services |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Finance |
Kpmg Archer Ltd.
Kpmg Archer Ltd. Investment ManagersFinance Makinson Cowell Ltd. operates a consultancy firm. It provides capital markets advice and investor study. The company is headquartered in Canary Wharf, the United Kingdom. | Finance |
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