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Voiland College of Engineering and Architecture Harold Frank Engineering Entrepreneurship Institute

Advisory Board

Jack Bowers

CEO, Bowers Wealth Management, Inc.
Chief Investment Strategist, Weber Asset Management

Jack Bowers is the CEO of Bowers Wealth Management, Inc. and serves as chief investment strategist of Weber Asset Management. The two advisory firms have approximately $460 million under management. Jack and his wife Karen also publish Fidelity Monitor & Insight, a monthly newsletter for do-it-yourself investors.

Bowers holds a bachelor’s degree in Electrical Engineering from Washington State University. Back in 1986, he drew on his personal interest in investing and his engineering background from 11 years of employment at Hewlett-Packard to start Fidelity Monitor, an independent newsletter focused on Fidelity mutual funds. In 2009, he and his wife Karen purchased another long-time Fidelity newsletter, Fidelity Insight and merged the two in 2012 to form Fidelity Monitor & Insight.

Among newsletters tracked by the Hulbert Financial Digest, Fidelity Monitor & Insight is one of the top risk-adjusted performers over the last 30 years. During that time Bowers has been credited with outstanding performance by the Wall Street Journal, Money Magazine, U.S. News, The New York Times, USA Today and Investors Business Daily. He has appeared on the Forbes Newsletter Honor Roll twice.

Jack’s long-time interest in electric vehicles led him to put down a deposit on a Tesla Roadster in 2006. Over the last 10 years he has tested the limits of Tesla vehicles by driving over 200,000 combined miles in a Roadster, two Model S vehicles, and a Model X which he sometimes uses to tow a 24′ RV trailer. He participated in Tesla’s IPO and has helped finance over a dozen level 2 charging stations. Keeping up with Tesla and following Elon Musk’s other futuristic ventures has turned into a full-time hobby of sorts, giving him unique insight into the coming wave of technology disruption – which has potential to reshape both the global economy and the U.S. stock market.

Jack Bowers.