A FAMILY INVESTMENT OFFICE
Investment management of your liquid assets
Performance reporting on all assets including those outside of Osbon Capital. Call it your CFO level report for your family’s investments.
Advice to you that is free from conflict of interest, fee only with no product sales
Center of investment information with access and referral to experts: accountants, lawyers, or insurance agents – no compensation accepted
Investment and money education center for the family across generations
John F. Osbon established Osbon Capital in 2005 after two prosperous decades on Wall Street. Osbon Capital is 100% owned by the family and is its sole investment vehicle.
As Chief Investment Officer, John oversees all investment decisions including security selection, allocation, and risk assessment.
Before starting Osbon Capital, John opened the Morgan Stanley private wealth office in Boston in 2000 as its Executive Director. In addition, John was a Managing Director and head of Atlantic Trust Pell Rudman in Boston, and a Managing Director at Credit Suisse First Boston.
Highly committed to the arts, education and community organizations, John is the Chairman of the Board of Overseers and a Trustee ex-officio of the Boston Ballet.
John has served on the Development Board of Park Street School in Boston, the Board of Overseers of the Peabody Essex Museum, the Board of the Trustees of the Boys and Girls Club of Nantucket, the vestry of St. Paul’s Church on Nantucket, and as a trustee of the Nantucket New School. Other former board memberships include: the Board of Overseers of the Boston Children’s Museum, and the Board of Trustees of the Boston Lyric Opera.
John earned a BA from the University of Chicago, and an MBA in finance from the Columbia Graduate School of Business. He was an Adjunct Professor of Finance at Babson College Graduate School of Business.
Along with Max, he participates in the annual Wall Street Decathlon, raising money for pediatric cancer research at Memorial Sloan Kettering.
John has been a frequent commentator in the financial media, featured on Forbes.com, WCVB, NECN, CNBC, Boston Business Journal, and the Associated Press.
John resides in Beverly, Massachusetts, with his wife and daughter.
Max joined Osbon Capital full time in 2013 to build it for the next generation. Before joining, he was a leading salesman at Bloomberg L.P. covering the sales relationship with Goldman Sachs. Holding degrees in Mathematics and Finance, Max graduated top in his class by number of class credits from Santa Clara University.
With a passion for athletics and a commitment to giving back, Max participates in the annual summer Wall Street Decathlon in New York City which has raised over $5 million for pediatric cancer research by Memorial Sloan Kettering. He is an active member of the Fort Point community in Boston and serves on the Advisory Board of the Design Museum Boston.
The History of Osbon Capital
John F. Osbon established Osbon Capital as the family’s investment firm in 2005 after two prosperous decades on Wall Street. Osbon Capital is 100% owned by the family and is its sole investment vehicle.
Osbon Capital came out of John’s investment, philanthropic and community accomplishments. John was looking to create a family investment office for himself and for clients that emphasized long term investing, acting, thinking and planning. A private firm for private people, outside of the swirl of financial conflict of interest, was the foundation of Osbon Capital and is in its genes.
Max Osbon began contributing to Osbon Capital in 2007 as a sophomore in college, doing analysis and special projects. He proceeded by turning an internship at Bloomberg into subsequent employment and a quick advancement to a competitive sales position. A landmark event for Osbon Capital occurred when Max Osbon joined Osbon Capital as a partner in 2013.
Two generations now lead Osbon Capital, combining experience and innovation, aware of the past and moving into the future.