HUB International announced Monday that James Owen has joined as Director of Business Development of its Retirement and Private Wealth division.
Owen will be a member of the RPW Executive Management Team, reporting to Jack McGrath, President of HUB International’s Pacific region.
He’ll be responsible for driving Retirement and Private Wealth organic growth strategies, including product distribution and the integration of Retirement and Private Wealth offerings with other HUB services, according to the company.
He will also oversee provider relations and support HUB’s M&A activity.
“We are happy to have Jimmy join HUB in a leadership role within RPW,” McGrath said in a statement. “His vast experience and industry prominence will help us continue to accelerate our growth in the retirement plan and private wealth space.”
Deep experience
Owen joins HUB with over 15 years of industry experience, most recently as President & Managing Partner of GRP Advisor Alliance.
“I’m excited for Jim and look forward to continuing our partnership with HUB,” GRPAA founder Bill Chetney added.
Owen’s move to HUB follows the sudden passing of David Reich, National President of Hub International’s Retirement and Private Wealth, who died in July of a heart attack while biking.
Owen also served as the Senior Vice President of LPL Financial’s Retirement Partners division, overseeing advisor growth and retention, business consulting, outside sales, provider relations, and marketing. Prior to his time at LPL, he also managed business development at National Retirement Partners.
HUB Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for-profit organizations and customized private wealth management services to individuals and families.
Employees of HUB International offer securities through partner Broker-Dealers not affiliated with HUB. Employees of HUB provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, Silverstone Asset Management, Hub International Investment Advisory Services and Sheridan Road Advisors are wholly owned subsidiaries of HUB International.
Headquartered in Chicago, Illinois, HUB International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
With more than 12,000 employees in offices located throughout North America, HUB’s network of specialists provides “peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.”
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
