Steven Robert Cowley
Chief Investment Officer at One Capital Management LLC
Profile
Mr. Steven R.
Cowley, CFA, is a Chief Investment Officer at One Capital Management LLC.
He is a member of the Los Angeles Society of Financial Analysts.
He also serves on the Board of Directors for the Boy Scouts of America, Western Los Angeles County Council.
Before joining One Capital, Mr. Cowley was an Executive Director - Investments and Senior Portfolio Manager in the Private Client Division of Oppenheimer & Co., where he managed equity and balanced portfolios for both taxable and tax-exempt clients since 1995.
He was a Vice President, Securities Analyst and Senior Portfolio Manager at First Security Investment Management from 1986 to 1995.
He also was a member of First Security’s Investment Advisory Committee.
e served four years as a Vice President of Salt Lake City Society of Financial Analysts.
He holds a Bachelor of Arts degree in Finance from The University of Utah and is a Chartered Financial Analyst.
Steven Robert Cowley active positions
Companies | Position | Start |
---|---|---|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Chief Investment Officer | 01/01/2004 |
Former positions of Steven Robert Cowley
Companies | Position | End |
---|---|---|
First Security Investments, Inc. | Corporate Officer/Principal | 01/01/1996 |
Boy Scouts of America
Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Director/Board Member | - |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Steven Robert Cowley
David Eccles School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
First Security Investments, Inc. | |
Boy Scouts of America
Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Commercial Services |
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