Owen Gilmore

Owen Gilmore, CFA
Research Associate

 

Owen Gilmore is a Research Associate and Portfolio Manager of the Barrett Growth Fund. He joined Barrett Asset Management in 2016 and is responsible for assisting the investment team with security selection and portfolio construction.

Prior to attending business school, Owen was an Investment Analyst at Boston University's Investment Office. He evaluated existing and potential new investment managers across all asset classes through portfolio analysis and manager meetings. In addition, he enhanced and maintained the Investment Office's models and analytical tools used to monitor portfolio performance, investment exposures, cash flow, and liquidity.

Owen received a BA in Economics and Mathematical Science from Colby College in 2008 and an MBA in Accounting, Financial Instruments and Markets, and Leadership & Change Management from the New York University Stern School of Business in 2016. While in business school, Owen interned as an Equity Research Summer Associate in the Healthcare Group at Manning & Napier. Owen is also a CFA charter holder.

Owen serves as a member of the Archie & Berta H Walker Foundation and is a Family Council Member for Red River Forests, LLC. He is also an avid golfer, skier, sailor, and tennis player. Owen returns to his hometown on the coast of Maine whenever possible and currently resides in Hoboken, NJ.

 

(Back...)