Professional Experience

Philip Cowen joined Wells Fargo Advisors in 2016 and is currently a Private Wealth Financial Advisor and PIM^® Portfolio Manager. He focuses on comprehensive investment management and wealth advisory services for an accomplished group of corporate executives, entrepreneurs, real estate developers, and service professionals. He has been in the wealth management industry for 25 years, and prior to joining Wells Fargo Advisors worked at Credit Suisse, JPMorgan, and Northern Trust.

Education and Professional Designations

Philip obtained his Bachelor of Science in Finance degree from Northern Illinois University in 1997. He also holds a Master of Business Administration degree from University of Chicago Booth School of Business. He is a Chartered Financial Analyst (CFA^®) and a member of the CFA Institute and CFA Society of Chicago. Philip also holds the FINRA Series 7 and 66 securities registrations, and Illinois & California life insurance licenses.

Personal

Philip lives in the Lincoln Park neighborhood of Chicago with his wife and youngest daughter. He and his wife are active in the Chicago philanthropic community where they volunteer their time and financial resources to several organizations. Philip spends his free time running, playing tennis, and traveling. He also spends his time visiting his son at Ole Miss and rooting for his daughter’s alma mater, the University of Alabama – Roll Tide!

Professional Experience

Sarah Cowen rejoined Wells Fargo Advisors in 2022 and is currently a Financial Advisor. She focuses on comprehensive investment management and wealth advisory services for an accomplished group of corporate executives, entrepreneurs, real estate developers, and service professionals. Prior to joining Wells Fargo Advisors, Sarah worked for over a decade at other financial institutions such as Citibank and JPMorgan.

Education and Professional Designations

Sarah holds a Bachelor of Science degree in Commerce from The University of Virginia. She has also obtained the FINRA Series 7, 63, and 66 securities registrations.

Personal

Sarah lives in the Lincoln Park neighborhood of Chicago with her husband and daughter. She and her husband are active in the Chicago philanthropic community, where they volunteer their time and financial resources to several organizations. Outside of work, you’ll find her running along the lakefront path or in the front row of SoulCycle class. Sarah spends her free time connecting with family and friends, traveling, and trying new restaurants.