Investment Consultant / Manager Search Report
Scott Owens, an Institutional Consulting Director is responsible for managing the Institutional Business of Graystone Consulting Tampa. His primary focus involves overseeing and assisting clients with developing their investment policy statement, plan design, performance evaluation, risk management, manager selection and oversight, and cost analysis. Scott began his career in 1987, working his way through college as a sales assistant for Stifel, Nicolaus. Since 1998, Scott has specifically focused on advising public retirement plans, Taft-Hartley Funds, endowments and foundations qualified, and non-qualified corporate retirement plans including 401(k)’s. He has specialized training with Modern Portfolio Theory, Behavioral Finance and Investment Manager Evaluation and Selection. Scott is a true believer in education for himself and his clients. He received Bachelor’s degrees in both economics and finance from Florida State University. Scott has earned the Chartered Financial Analyst (CFA) designation as well as the Certified Investment Management Analyst (CIMA) designation. Additionally, he attained the Alternative Investments Director designation and earned the title of U.S. Government Entity Specialist at Morgan Stanley. Mr. Owens is required to commit to continuing professional education and adhere to the ethical standards of the investment industry. Scott is often invited to speak at various client conferences. He is a member of the Florida Public Pension Trustee Association (FPPTA), the Georgia Association of Public Pension Trustees (GAPPT), the Investments & Wealth Institute (formerly IMCA), the Chartered Financial Analyst Institute (CFA), and the CFA Society of Tampa Bay.