1-844-VANLIEW

LYDIA R. OWEN, CFP®

Vice President and Portfolio Manager.  Ms. Owen joined VAN LIEW in 2022.  Previously, she was at Fidelity Investments on the Workplace Planning and Advice team, focused on retirement planning and investing.  Her career started in commercial banking at First Pennsylvania Bank in Philadelphia, TD Bank in New York City and Fleet National Bank in Providence.   She subsequently worked in alternative investments and consulting at her own company, Financial Bandwidth.  Ms. Owen is a CERTIFIED FINANCIAL PLANNERTM professional and earned an MBA from Cornell University’s SC Johnson Graduate School of Management and a BS in Finance from The Pennsylvania State University.