Owen Concannon is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 14 years of industry experience. Owen is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Firm Size
IM Fee
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Owen is a contract author and writer for the CFA Institute, contributing to their educational curriculum. He spends about 10-20% of his time on this activity, and a few hours per week on editing and refreshing the curriculum, all outside of normal trading hours.
Employment History
Current Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Neuberger Berman Bd LLC
Previous Registrations
Touchstone Securities, INC.Broker
Foreside Fund Services, LLCBroker
Mfs Fund Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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