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Mark R
Series 63
San Francisco, CA
Rowen Capital Management, LLC
Mark Rowen is the principal of Rowen Capital Management, LLC, an independent registered investment adviser based in San Francisco. He holds a Series 63 designation and has 16 years of industry experience, all with his current firm since its founding in 2010. Rowen Capital Management provides discretionary portfolio management primarily to individual clients, focusing on long-term capital appreciation through bottom-up fundamental analysis of stocks, mutual funds, and ETFs. The firm typically manages concentrated portfolios of 15–30 positions and accommodates client-imposed investment restrictions such as socially responsible or tax-efficient guidelines.
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