Owen Ramsay – 2021

Retirement Counselor

Owen’s primary role on the Retirement Plans Team involves investment due diligence, preparation of fiduciary reports, research, and RFP projects. Owen is also Co-Chair of the Investment Committee and knowledgeable in ESG principles, strategies, and screens within retirement plans.

Owen passed the Securities Industry Essentials® exam and holds an ESG(k) certification from the National Association of Plan Advisors. He graduated from Bentley University with a B.S. in Economics/Finance & Global Perspectives.

Owen coaches the Yarmouth/Cheverus Boys HS hockey team and in his free time enjoys fishing, hunting, and being on the water.