Osbon Capital Management was established in 2005 by John Osbon as a boutique private investment firm. Investments are implemented based on four continuously evolving factors: market opportunities, market risks, client priorities and client liabilities.
Too much of the investment industry is driven by poorly disclosed commission structures and limited sets of mass-scaled model portfolios. We have never and will never receive commissions, and no parent company influences our investment decisions.
Investment management, research and client communications since 2013. Max was recently featured in a documentary about social media investing and the GameStop phenomenon by award-winning director Ondi Timoner, The New Americans. Max was previously at Bloomberg on the team responsible for the Goldman Sachs and Bank of America relationships. He's served on the boards of the Wall St Decathlon where he competed for six years and Design Museum Boston. He has a Bachelor of Science in Mathematics and a Bachelor of Arts in Finance from Santa Clara University. Please refer to LinkedIn for more details.
Founder. Investment research, oversight, and client communications since 2005. Twenty years at Morgan Stanley's Wealth Management division in New York and Boston, followed by Managing Director roles at Atlantic Trust and Credit Suisse. John led the opening of the UHNW Morgan Stanley division in Boston in 2000. John has an MBA from Columbia University and a Bachelor of Arts in Art History from the University of Chicago. He served as an Adjunct Professor of Finance at Babson Graduate School of Business. He's served on the boards of the Park Street School, Peabody Essex Museum, Boys & Girls Club Nantucket, St. Pauls Church Nantucket, Nantucket New School, Boston Children's Museum, Boston Lyric Opera and Boston Ballet.
Operations, implementation, reporting and client communications since 2022. He brings 15 years of experience in client reporting, client service, investment writing, and operations management to the firm. Prior to joining Osbon Capital, he worked at Acadian Asset Management, most recently as a Senior Investment Writing Associate. He started his career at State Street Corporation and earned a Bachelor of Science in Finance from the University of Massachusetts. Dan lives in Salem with his Labrador Retriever, Dozer. He enjoys playing softball, skiing, and hiking the National Parks of the United States, having visited 16 to date.