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Owen Burns

Portfolio Trader at Smith Group Asset Management, LLC

Birmingham, AL , United States

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

OrganizationRoleDate RangeDetails
Smith Group Asset ManagementPortfolio TraderOct 2022 to Present
Cantor FitzgeraldFinancial AnalystSep 2021 to Present
BBVA in the USAFinancial Analyst IVApr 2019 to Sep 2021
BBVA in the USASupervisory Trade PrincipalMar 2017 to Apr 2019
BBVA in the USARetail Portfolio ManagerApr 2014 to Mar 2017
BBVA Investment Services
Pittman Financial PartnersRegistered Investment RepresentativeDec 2012 to Apr 2014
Regions Financial CorporationRevolving Credit SpecialistAug 2011 to Jan 2013
Regions Financial CorporationRelationship BankerMar 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

Insurance
Banking
Lines of Credit
Strategic Planning
Employee Benefits
Leadership
Loans
Retirement Planning
Wealth Management
Financial Analysis
Healthcare
Marketing
Consumer Lending
Financial Services
Investments
Customer Service
Retail Banking
Financial Advisory
Credit
Disability Insurance
Finance

Others at Smith Group Asset Management, LLC (6)

NameRoleLocation
Bill Ketterer
Bill Ketterer
Portfolio ManagerDallas, TX , United States
Bridgett Perry
Bridgett Perry
Investment AssociateDallas, TX , United States
Julian Burgess
Julian Burgess
Senior Research AssociateTX , United States
Tyler Fulton
Tyler Fulton
Portfolio TraderTX , United States
B
Brian Koontz
Portfolio TraderDallas, TX , United States
Bridgett Wade
Bridgett Wade
Investment AssociateDallas, TX , United States