As a financial advisor and research associate on our team, Joseph assists Peter Ketchand, director of research, with market analysis, backup trading, and due diligence research on portfolio holdings and market conditions.
He joined Owens Estate & Wealth Strategies Group in 2020. Previously in his career, he was a senior analyst at UCSB Investment Advisory Committee and a staff aide at D.A. Davidson.
He holds Series 7 and 66 securities licenses and is currently working toward becoming a Chartered Financial Analyst® charterholder, one of the world’s most respected and recognized professional designations.
He is a graduate of UC Santa Barbara, where he earned a Bachelor of Arts in economics. He was drawn to a career in investment services to have an opportunity to help multigenerational families manage and preserve their wealth.
Joseph is originally from Roseville and now lives in Auburn, California. In his free time, he enjoys exercising, fishing, hunting and camping.