A Family Investment Office
- Investment management of your liquid assets
- Fiduciary advice to you that is closely aligned with your interests, fee-only with no product sales
- Performance reporting on all assets including those outside of Osbon Capital. Call it your CFO level report for your family’s investments.
- Access and referral to experts: Center of investment information with accountants, lawyers, or insurance agents – no compensation accepted
- Education center for the family on investments and money across generations
Management Team & History
John oversees all investment decisions including security selection, allocation, and risk assessment for clients on a case-by-case custom basis. Osbon Capital is 100% owned by the Osbon family and is its sole investment vehicle.
John has served as an adjunct Professor of Finance Babson Graduate School of Business, received degrees from Columbia Business (MBA) & University of Chicago (BA Art History) and is a frequent commentator Forbes.com, WCVB, NECN, CNBC, BBJ and AP.
Outside of Osbon Capital, John serves as the Chairman of the Board of Overseers Boston Ballet and participates in the Wall Street Decathlon benefiting Memorial Sloan-Kettering Cancer Research.
John established Osbon Capital in 2005 after two prosperous decades on Wall Street including opening Morgan Stanley’s private wealth office in Boston in 2000, and serving as Managing Director & Head of Atlantic Trust Boston and Managing Director Credit Suisse First Boston.
His past board affiliations include Park Street School, Peabody Essex Museum, Boys & Girls Club Nantucket, St. Paul’s Church Nantucket, Nantucket New School, Boston Children’s Museum and Boston Lyric Opera.
John resides in Beverly, Massachusetts, with his wife and daughter.
Max shares responsibility with John for all investment decisions including security selection, allocation, and risk assessment for clients on a case-by-case custom basis. Osbon Capital is 100% owned by the Osbon family and is its sole investment vehicle.
Max earned full Osbon Capital partnership status in 2014 with the goal of building it for the next generation.
Previously, he worked for Bloomberg L.P. in NYC leading the coverage of the Goldman Sachs account. He left voluntarily after three years for a self funded six month trip in the southern hemisphere, writing neverinamerica.com along the way.
He has a B.S. in mathematics and a B.A. in finance from Santa Clara University, graduating top in his class by number of class credits.
Max participates annually in the Wall Street Decathlon, benefiting Memorial Sloan-Kettering Cancer Research. He is a Young Partner of Boston Ballet with a focus on event planning and audience building for that organization. Previous volunteer activities have included Advisory Board member for the Design Museum of Boston, and fundraising for the Boys & Girls Club of Boston.
Max resides in the Fort Point area in 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.
“This morning I read a great post
From two men who first and foremost –
Will give you advice
Not to stand on thin ice
If you want to have savings to boast!”
(Sent to us by an Osbon Capital weekly reader)