No single person can provide best-in-class service in every aspect of investing and family wealth. That’s why we take full advantage of a diverse and talented team. At any given time there are seven to twelve people actively working to help run Osbon Capital. Since our founding, we’ve used a flexible network of specialists to keep the business efficient and the quality high. We call them our unicorns because they are great partners and are not easy to find. It’s a testament to our collaborative approach that our team has been with us for many years. We are grateful for their work and commitment.
John Osbon established Osbon Capital in 2005 as a private investment firm for private people. Osbon Capital came out of John’s investment, philanthropic and community accomplishments. We have since expanded to include a reputable team of investment experts and we are jointly run by Max Osbon and John Osbon.
We bring organization and confidence to family wealth management through deep experience and a nuanced approach. We emphasize long-term investing, acting, and planning. Through globally diversified portfolios, paired with a deep understanding of a family’s future liabilities, Osbon Capital is able to bring our clients closer to achieving their investment goals.
Owner and Managing Partner
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. Max enjoys working directly with the next generation of Osbon Capital Clients.
Previously, he worked for Bloomberg L.P. in NYC leading the coverage of the Goldman Sachs account. He left 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.
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.
Max is a decathlete. His favorite event is the 400m race.
Max played guitar for 800 people at the Highline Ballroom in NYC
Max documented a six-month international adventure on his website Never In America.
Max co-starred in an Air Canada commercial in Paris
John F. Osbon
Founder & Managing Partner
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 and is a Trustee ex officio of Boston Ballet. John also participates in the Wall Street Decathlon benefiting Dana-Farber Pediatric 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.
Client Services Manager
Angela joined Osbon Capital in June 2021. She brings over 10 years of client service and operations experience to the firm. Prior to joining, she was a Senior Registered Client Service Associate at Morgan Stanley and has previously worked at Fidelity Investments and Acadian Asset Management. Angela has obtained both her Series 7 and Series 66 registrations and earned her BS in Financial Management from Franklin Pierce University. Angela lives in Charlestown with her Frenchton (Frenchie Boston mix) named Nora.
Investment Operations & Reporting Manager
Dan joined Osbon Capital in March 2022. He brings 15 years of experience in client reporting, client service, investment writing, and operations management to the firm. For the past six years, he worked at Acadian Asset Management, most recently as a Senior Investment Writing Associate. Prior to Acadian, he started his career at State Street Corporation. He earned a B.S. 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.