Owen FayOwen FayClient Associate
About Owen
Owen Fay is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Bregman Rowe Group, he provides client service and account maintenance support for high-net-worth individuals and families. Owen's responsibilities include onboarding procedures, fund transfers and executing trades. He recognizes the critical nature of his forward-facing role.
Owen graduated from Fordham University with a B.A. in Economics. He began his career in 2017 at Morgan Stanley as a Client Service Associate. He joined J.P. Morgan in 2021 and is proud to deliver outstanding service. He holds FINRA Series 7 and 66 licenses.
Owen lives in Brooklyn, NY and enjoys spending time with his family and friends. His interests include photography, hiking and skiing.
Insights
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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