About Owen

Owen Fay is a Client Associate with J.P. Morgan Wealth Management.

As a member of The Koch & Walters Group, he provides customer service and account maintenance support for high-net-worth individuals and families. Owen's responsibilities include onboarding procedures, fund transfers, and ad hoc requests. 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 Princeton, NJ and enjoys spending time with his family and friends. His interests include film photography, hiking, and skiing.

Insights

Investing

Debt Ceiling: Déjà Vu

April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read Now
Investing

Why 2023 may still be good for private markets

April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read Now
Wealth Planning

Tax deferral can sometimes be a costly mistake

April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read Now
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