Martin A. Owens CFA, CFP®
Director
Marty Owens is a member of Heck Capital’s Wealth Management team, serving as a Director and Wealth Advisor. He is based in Heck Capital’s Minneapolis office.
Marty graduated Magna Cum Laude from Gannon University with a Bachelor’s Degree in Accounting and earned his MBA in Finance from the University of Minnesota - Carlson School of Management. Marty began his investment career in 1993 and earned his Chartered Financial Analyst® (CFA®) charter. The Chartered Financial Analyst® (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. Marty has also earned his CERTIFIED FINANCIAL PLANNER® certification assessed his ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Marty has extensive experience in investment consulting, as well as investment research at various financial management firms. Marty worked as a Corporate Banking Associate at U.S. Bancorp, NA, and as Vice President of Sales and Marketing at The Leuthold Group, LLC, where he was responsible for managing relationships and growing revenue in capital management and institutional research divisions. He served as a Regional Director at Dimensional Fund Advisors in Austin, TX where he conducted portfolio analysis, and communicated investment opportunities with financial advisors.
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.
Marty is a member of the Financial Planning Association of MN and serves on the Association's Programs Committee. The Program's Committee ensures the Association provides a strong, educational basis of engaging topics. Marty is also a member of the Board of Directors for the Three Rivers Park District Foundation, serving on the Finance Committee. The Foundation's initiatives are to provide accessibility to the Parks through Adaptive Programs for people with physical and cognitive disabilities, Explorer Camps for youth in under-represented communities, and Pathways Internships for youth and young adults facing barriers to employment. Marty also serves on the Board of Directors for Inner City Tennis (ICT). ICT's mission is to develop and unleash the potential of youth on and off the tennis court by engaging and serving a supportive community. Previously he was a Vice President on the Lake Travis, TX Girls Lacrosse Board of Directors, and served on the Board of Directors of Doing Good Together in Minnesota.
Marty and his wife, Brodie, a veterinarian, along with their two daughters, Ainsley and Lindsey, live in Plymouth, MN. Marty spends his time attending his daughters' alpine ski races, lacrosse games, and horse jumping lessons. He takes a break to road and mountain bike, and play hockey.
Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.