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Charlie Cowan

Partner, Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Long Run Wealth Advisors LLC</span>
Intro Book
Seasoned financial advisor with expertise in investment portfolio design and management.
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Location
Lake Placid, New York, United States, US
Skills
  • Investment Portfolio Design
  • Investments
  • Portfolio Management
  • Investment Portfolios
  • Financial Services
  • Show all
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Bio

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Charlie Cowan is a seasoned financial professional with over 30 years of experience in investment portfolio design, portfolio management, and financial planning. He has held various leadership positions, including Partner, Financial Advisor, SVP Portfolio Manager, and Branch Manager, at prominent financial institutions. Cowan holds an MBA from Rensselaer Polytechnic Institute and a B.S. in Speech Communications from the University of Utah.

Experience

  • Long Run Wealth Advisors LLC
    • Lake Placid, NY
    • Partner, Financial Advisor
      • Dec 2015 - Present
      • Lake Placid, NY

      Providing investment advisory &amp; financial planning services to individuals, businesses and non-profit organizations across the North Country. For important disclosure information, please see &quot;Social Media Disclosure&quot; link in the &quot;Contact Info&quot; section.Raymond James Financi...

  • Janney Montgomery Scott LLC
    • Lake Placid, NY
    • SVP Portfolio Manager
      • 2007 - 2015
      • Lake Placid, NY
  • A.G. Edwards
    • Lake Placid
    • SVP Branch Manager
      • 2000 - 2007
      • Lake Placid
  • Raymond James Financial, Inc.
    • Lake Placid, NY
    • Branch Manager
      • 1992 - 2000
      • Lake Placid, NY
  • Paine Webber
    • Financial Advisor
      • 1988 - 1992
  • Kidder Peabody
    • Financial Advisor
      • 1983 - 1988
  • Dean Witter
    • Financial Advisor
      • 1981 - 1983

Education

  • 1979 - 1981
    Rensselaer Polytechnic Institute
  • 1973 - 1977
    University of Utah

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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