Stephen Owen, CFA, Returns to Touchstone Investments to Lead West Coast Institutional Business Development Efforts
CINCINNATI, Jan. 30 /PRNewswire/ -- Touchstone Investments announced
today that Stephen Owen, CFA, returns to the firm as vice president,
institutional business development. Owen will be responsible for the
distribution of Touchstone Funds and Constellation Institutional Portfolios
to the institutional market in the Western portion of the United States.
Owen, 29, is charged with positioning the funds among institutions and
intermediaries including registered investment advisors, private banks,
consultants, family offices, and 401(k) alliances. He will also assist with
the monitoring of sub-advisors and with selecting funds to meet the demands
of the institutional market.
Owen, who has more than five years of experience in investment research
and sales, served as a research analyst and investment wholesaler at
Touchstone Investments from 2002 to 2004. Most recently, he was an
investment analyst with Freedom One Financial Group, where he was
responsible for researching and developing an IRA fund lineup and
investment strategy. He also made tactical recommendations to investment
committees and high net worth clients.
"Our strategic focus of serving the institutional market necessitated
adding another member to our Business Development Team. Steve's impressive
track record and experience as a sales and research professional in the
financial services industry made him a clear choice for this position,"
said Jim Grifo, president of Touchstone Investments. "We are pleased to
welcome him back to Touchstone."
Owen holds NASD licenses 7 and 63, as well as the CFA(R) designation.
He received a BS in Civil/Environmental Engineering from The Ohio State
University in Columbus and an MBA from Xavier University in Cincinnati.
About Touchstone Investments(R)
With nearly $8.0 billion in assets under management, Touchstone
Investments, comprised of Touchstone Securities, Inc. and Touchstone
Advisors, Inc. provides a variety of mutual fund solutions across the
investment spectrum and all types of investors. Touchstone Investments is
committed to proven money managers who act in a sub-advisory capacity.
Touchstone Investments offers a disciplined approach with proven results
focused on consistent performance. The Touchstone Funds and Constellation
Institutional Portfolios are advised by Touchstone Advisors, a registered
investment advisor, and are distributed nationally through broker-dealers,
financial planners and institutions by Touchstone Securities, Inc.,
Cincinnati, Ohio. Touchstone Advisors and Touchstone Securities are each a
part of Western & Southern Financial Group (R), whose heritage dates back
to 1888 and whose assets owned or under management exceed $40 billion. For
more information about Touchstone Investments please visit
www.touchstoneinvestments.com. For more information about Constellation
Institutional Portfolios, please visit www.ciptrust.com.
An investor should carefully consider the investment objectives, risks,
charges and expenses found in the prospectus. For a prospectus containing
complete information about a Touchstone Fund or a Constellation Fund and a
performance fact sheet, contact your financial professional or Touchstone
at 866.610.6673. Please read the prospectus carefully before investing or
sending money.
SOURCE Touchstone Investments
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