Client Portals

AN INSTITUTE OF PERPETUAL GROWTH

Your Team

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.

 

Our History

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.

Max Osbon

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 attained full Osbon Capital partnership status in 2014 with the goal of building it for the next generation of investors.

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 with his wife Rachel.

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.

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

Dan Cappucci

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.

Thought leadership – we publish a new article every week

The Budget, Key Dates, Recession

Aug 3, 2022 - John Osbon ( 6 mins to read)

Important Dates Ahead The Fed has said its actions will be data-dependent. We will all be watching closely when the next two (CPI) Consumer Price Index readings come out as well as the next (PCE) Personal Consumption Expenditure Index results. The PCE is a Fed favorite because they feel it is a more accurate representation of inflation. The next Fed rate decision will give us another point of ...

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Apple Health, Sentiment, Chips

Jul 27, 2022 - Max Osbon ( 7 mins to read)

Apple’s Convergence Device - Health One of the amazing things about software is that it gives engineers near infinite creation and creativity abilities. In particular, the iPhone is an excellent playground for testing new products and features because we carry it everywhere we go, it’s always on, and it’s full of useful sensors that can be used to record the outside world. This month Apple rel...

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Bear or Bull, AI Art, Industrial Literacy

Jul 20, 2022 - Max Osbon ( 5 mins to read)

Bear or Bull There are many people out there who make a lot of money telling people the world is going to end. Unfortunately, we're wired to heed these warnings, and there's not much we can do to change that. The results tell a different story. In the face of even the worst circumstances, bull market growth outpaces bear market losses by a vast margin. The first six months of 2022 gave us the ...

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