Martin A. Owens CFA
Marty Owens is a member of our Financial Advisory Team, serving as a Director of Client Relationships, based in Heck Capital’s Minneapolis office. Marty’s primary responsibilities include servicing client relationships by providing investment and planning advice to families, high‐net worth individuals, and organizations as well as establishing new client relationships for Heck Capital. In addition, Marty is part of Heck Capital’s Investment Committee, and Investment Advisory/All-Advisor Committee helping to implement portfolio management strategies as well as client communication. Marty and his wife, along with their two daughters, Ainsley and Lindsey, are moving back to the Twin Cities from Austin, TX.
Industry Start Date:
Heck Capital Advisors Start Date:
MBA in Finance, University of Minnesota – Carlson School of Management
Bachelor’s Degree in Accounting, Magna Cum Laude, Gannon University
Chartered Financial Analyst® (CFA®) charter and member of the CFA Institute.
Prior Work Experience:
Marty’s professional experience includes serving as an investment consultant as well as in equity research at various asset management firms, and as a Corporate Banking Associate at U.S. Bancorp, NA. Marty worked at The Leuthold Group, LLC for 16 years serving as Vice President of Sales and Marketing where he had responsibility for managing relationships and growing revenue in their capital management and institutional research divisions; and recently served as a Regional Director at Dimensional Fund Advisors for the last three years where he conducted portfolio analysis, and communicated with advisors.
I was once a Category 4 Road Bike Racer, competing in races in the Twin Cities.
What do you enjoy most about working at Heck Capital Advisors?
I enjoy the camaraderie, and family culture in the Firm. Those deep relationships make for honest conversations which is necessary to provide the best client experience.
What is the most rewarding part of your position?
Helping clients make decisions about some of the more important decisions they will face. Having this opportunity to get to know our clients and their specific situations, in order to offer insight to help in those situations is very meaningful.
What do you hope to achieve for your clients?
Peace of mind. By working with each client, we look forward to achieving a financial plan and asset allocation the client can stick with and prevent them from worrying.
How are you involved in the community outside of work?
Currently, I serve as a Vice President on the Lake Travis Girls Lacrosse Board of Directors responsible for fundraising and board operations. Previously, I have served on the Board of Directors of Doing Good Together, a Twin Cities non-profit whose purpose is to inspire and equip people to raise compassionate and socially conscious children through family volunteerism and an intentional effort to practice kindness.