Client Portals

YOUR TEAM

Diverse Perspectives. Professional Approach.

John Osbon established Osbon Capital in 2005 as a private firm for private people. Osbon Capital came out of John’s investment, philanthropic and community accomplishments.

Families are our only focus. The families we work for hold between $2 and $20 million in investable assets. We bring organization and confidence to family wealth.

The typical investment firm is seeded with conflicts of interest, sales pitches and one size fits all solutions. With tens of thousands of investment options available, we feel that only a small fraction of those are actually worth owning.

The investment world is designed to be overly complex.
With the right advisor, it doesn’t have to be.

We emphasize long term investing, acting, and planning. Through globally diversified portfolios, Osbon Capital is able to bring our families closer to achieving their goals.

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 flexible third-party contractors for specialized tasks 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
  • 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 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

JOHN’S WORK HISTORY

DANCE

NYC Opera Ballet & Joffrey Ballet Scholarship

MBA

Columbia University

PRINCIPAL

Morgan Stanley

MANAGING DIRECTOR

Credit Suisse

FOUNDER & MANAGING PARTNER

Osbon Capital

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

MAX’S WORK HISTORY

MATHEMATICS DEGREE

Santa Clara University

GOLDMAN SACHS RELATIONSHIP MANAGER

Bloomberg LP

NEVER IN AMERICA

Author & Traveler

OPERATIONS

Osbon Capital

PARTNER

Osbon Capital

Latest Articles

The Fiduciary Care Checklist

May 15, 2019 - Max Osbon ( 6 mins to read)

Last week’s Beyond Meat IPO was stellar as the Uber IPO was about to arrive. Then Uber flopped big time. And new tariffs with China sent markets straight down. Events like these can make you wonder what steps you need to take, if any, and which information is practical and useful. Fiduciaries think about this every day. Here’s a checklist for fiduciary care of a portfolio. Classify every item in a portfolio Classifying assets is more art than science. It’s…

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Ten Tips for College 2019

May 8, 2019 - John Osbon ( 11 mins to read)

Guest Post This week’s post is guest authored by Dana, an engineer and former US Army Officer, and a close friend of Osbon Capital Management. My spouse and I applied to college in pre-internet days. We now realize how much times have changed! With our oldest child a high school senior this year, and with two others on deck, we had to come up to speed on “College 2019.” Here are ten lessons learned about today’s college admissions process. 1.…

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How Much Financial Pressure Are You Putting On Yourself?

Apr 30, 2019 - John Osbon ( 5 mins to read)

Warren Buffet says, “Don’t risk what you already have for what you don’t need.” Like most sage remarks, this seems so obvious, but has big implications for how we live and make decisions. When we overreach financially, we open the possibility of going backward instead of forward and experiencing much more stress and uncertainty than necessary. Is this happening to you? What are the signs and what can you do about it? Signs of financial self-pressure Do you make a…

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