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.
The investment world is designed to be overly complex.
With the right advisor, it doesn’t have to be.
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 & Max Osbon – Owners & Managing Partners – Boston, MA
- Shruti Bansal – Director – Investments – Boston, MA
- Stephanie & Jill – Back Office – Cleveland, OH
- Jennifer – Trusts & Estate – Boston, MA
- Nick & Todd – Tax & CPA – Boston, MA
- Tom, Aaron, & Brody – CFP Analysts – Philadelphia, PA
- Steve & Annie – Client Experience – Manchester-by-the-Sea, MA
- Julie – Legal – Boston, MA
- Matt – Operations Optimization – Tampa, FL
- Max – Compliance – Rowley, MA
- Jacob – Systems & Technology – Brooklyn, NY
- James – Executive Assistant and Special Projects – Norwalk, CT
About Max Osbon
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
About John F. Osbon
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.
John is a ballet expert
John’s favorite apartment to live in was 1 Central Park West
John once took a job shoveling gravel in Alaska
John helped found the Park Street School in Boston
About Shruti Bansal
Shruti joined Osbon Capital in January 2020. She brings 20 years of investment experience to the firm. She has dedicated her career to developing and delivering customized investment solutions for ultra-high net worth families, insurance companies and other institutional investors. She has deep experience and knowledge of equity, derivatives and fixed income markets along with a robust network in the private equity space. Prior to joining, she was a Managing Director at a major (SFO) Single Family Office in Boston, where she was in charge of allocating public and private investments.
Shruti is a CFA® charterholder and earned her BA in Economics from Montclair State University. Shruti co-founded a Boston Alternatives Networking Group in 2005 to bring the New England investor community together on a quarterly basis to shares ideas. She co-managed the group until 2014. She lives in Newton Highlands with her husband and two young children.
Shruti is from Jagadhri, a small town in Northern India known for its metal and brass wares.
Shruti speaks and writes three languages: English, Hindi and Punjabi.
Shruti is writing a cookbook and working on a massive home tomato farming project.
Shruti trained in Kathak, a classical Indian dance form characterized by elements that tell a story.
Pessimists, optimists and the innovator’s advantage
Jan 20, 2021 - Max Osbon ( 6 mins to read)
With markets hitting fresh highs, a perennial investment question remains: “where do investors allocate new capital in 2021?” Successful investing today is closely linked to an ability to embrace optimism and celebrate the coming waves of disruption and innovation. Broad skepticism and pessimism have not been winning strategies. As the internet age enters its cloud computing and artificial inte...READ MORE ›
Focusing on quality above all else
Jan 13, 2021 - John Osbon ( 5 mins to read)
In elementary terms, value investing means investing when you feel the price is below what it should be. This value philosophy has created many successful billionaire investors like Seth Klarman, Warren Buffett and others. It’s an intuitive philosophy. One should always seek to invest at levels consistent with the value concept. The challenge today is many traditional metrics of value no longer...READ MORE ›
Continuing on the themes from 2020