Lewis Owen

Lewis Owen has a diverse work experience in the financial industry. Lewis started their career at Tilney Group as a Trainee Investment Manager from October 2018 to April 2019. Lewis then moved on to become an Assistant Investment Manager at Tilney Group from April 2019 to May 2021.

After leaving Tilney Group, Lewis joined Y TREE as a Portfolio and Client Analyst from June 2021 to April 2022. Following that, they were promoted to the role of Portfolio and Client Associate at Y TREE, where they worked from May 2022 to April 2023. Currently, Lewis holds the position of Client Adviser at Y TREE, starting in April 2023.

Throughout their career, Lewis has gained extensive knowledge and experience in financial life intelligence, portfolio management, and client advisory services.

Lewis Owen's education history is as follows:

Lewis Owen attended Alcester Grammar School from 2006 to 2013, where they completed their Secondary School education.

Lewis then went on to the University of Leeds from 2013 to 2017, where they obtained a Bachelor of Science (BSc) degree in Economics (International). During their time at the university, they also participated in an international exchange program and studied at The University of Kansas from 2015 to 2016.

In 2018, Lewis pursued further education by enrolling in the CFA Institute and completed the Investment Management Certificate program in 2019.

Lewis is currently pursuing a Chartered Wealth Manager designation from The Chartered Institute for Securities & Investment (The CISI), starting from 2020.

Additionally, Lewis has obtained the Bloomberg Market Concepts certification from Bloomberg LP, although the month and year of obtaining this certification are not provided.