Owen Lester Schrum
Chief Executive Officer at Schrum Private Wealth Management LLC
Profile
Mr. Owen L.
Schrum is a President at Schrum Private Wealth Management LLC.
As a founding partner, he brings over 30 years of experience in Wealth Management to Schrum Private Wealth Management.
Prior to founding Schrum Private Wealth Management, he was Senior Vice President, Portfolio Manager at Morgan Stanley where he managed investment portfolios for high net worth families as well as provided consulting services for institutional investors, foundations and non-profit entities.
As a First Vice President at Merrill Lynch, he held the position of designated money manager under the Personal Investment Advisory (PIA) Program.
He holds a B.S.
in Chemistry from Hampden-Sydney College, an MBA from the Aresty Institute, Wharton School of Business, University of Pennsylvania and a CIMA designation from the Wharton School of Business, University of Pennsylvania.
Owen Lester Schrum active positions
Companies | Position | Start |
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Schrum Private Wealth Management LLC
Schrum Private Wealth Management LLC Investment ManagersFinance Schrum Private Wealth Management LLC (Schrum Private Wealth) is an independent registered investment advisor headquartered in Saint Augustine, Florida. The firm was founded by Owen L. Schrum in 2021. Schrum Private Wealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and other business entities. | Chief Executive Officer | 2020-12-31 |
Training of Owen Lester Schrum
Hampden-Sydney College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Schrum Private Wealth Management LLC
Schrum Private Wealth Management LLC Investment ManagersFinance Schrum Private Wealth Management LLC (Schrum Private Wealth) is an independent registered investment advisor headquartered in Saint Augustine, Florida. The firm was founded by Owen L. Schrum in 2021. Schrum Private Wealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and other business entities. | Finance |
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