About
Owen Burns is currently a Portfolio Trader at Smith Group Asset Management, based in Birmingham, AL. In this role, he is responsible for executing trade orders, managing portfolio risk, and supporting the firm's systematic investment strategies for institutional and high-net-worth clients. Smith Group focuses on identifying companies with unexpected earnings growth, strong earnings quality, and reasonable valuations, utilizing a combination of quantitative and fundamental analysis.
Owen's investment coverage at Smith Group emphasizes U.S. and international equities with a model-based approach to portfolio management, seeking opportunities in sectors demonstrating sustainable earnings growth potential and strong fundamentals. His expertise includes portfolio trading operations, risk model analysis, and diversified position weighting as part of the firm's disciplined strategy to deliver tailored solutions to clients.
Prior to joining Smith Group Asset Management in October 2022, Owen Burns served as a Financial Analyst at Cantor Fitzgerald and BBVA in the USA, where he developed his analytical skills and deepened his understanding of public markets and institutional investment processes. He holds a Bachelor of Business Administration in Finance and a BSBA in Business Administration from Auburn University, which underpin his proficiency in capital markets and asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smith Group Asset Management | Portfolio Trader | Oct 2022 to Present | — |
| Cantor Fitzgerald | Financial Analyst | Sep 2021 to Present | — |
| BBVA in the USA | Financial Analyst IV | Apr 2019 to Sep 2021 | — |
| BBVA in the USA | Supervisory Trade Principal | Mar 2017 to Apr 2019 | — |
| BBVA in the USA | Retail Portfolio Manager | Apr 2014 to Mar 2017 | BBVA Investment Services |
| Pittman Financial Partners | Registered Investment Representative | Dec 2012 to Apr 2014 | — |
| Regions Financial Corporation | Revolving Credit Specialist | Aug 2011 to Jan 2013 | — |
| Regions Financial Corporation | Relationship Banker | Mar 2010 to Aug 2011 | — |
Education
Auburn University
Bachelor of Business Administration (BBA), Finance, General
2005 — 2009
Auburn University
BSBA, Business Administration
2005 — 2009
Homewood High School
Skills & Expertise
Others at Smith Group Asset Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Dallas, TX , United States | |
| Investment Associate | Dallas, TX , United States | |
| Senior Research Associate | TX , United States | |
| Portfolio Trader | TX , United States | |
B Brian Koontz | Portfolio Trader | Dallas, TX , United States |
| Investment Associate | Dallas, TX , United States |