Client Portals

YOUR TEAM

Diverse Perspectives. Professional Approach.

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 is 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.

We emphasize long term investing, acting, and planning.

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.

 

  • 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.

Latest Articles

Income For The New Age

Dividends and Interest Will Be Changing

May 20, 2020 - John Osbon ( 8 mins to read)

The testimony of Fed chairman Jerome Powell and Treasury Secretary Steve Mnuchin on Tuesday have put the two primary supporters of the US economy in the spotlight again. Both said versions of positive phrases like, ‘whatever it takes, more stimulus, and back to work’. Markets anticipated the statements and reacted positively all week. Part of that rally can also be attributed to progress on the...

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The Growth Era Is Here

What Has Changed and What Remains The Same?

May 13, 2020 - Max Osbon ( 6 mins to read)

Investors everywhere today are seeking answers to the same question: In a complex and uncertain world, where can we find reliable investment returns with reasonable protection from risk? With COVID reshuffling the cards, some clear investment patterns are emerging. Prices tell us what we need to know Prices of high quality businesses have increased significantly from the March lows. The best ...

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Risks Are Distributed, Not Eliminated

Stability and Then Instability Via Fed Actions

May 5, 2020 - John Osbon ( 7 mins to read)

The Federal Reserve remains in the spotlight for supporting markets and businesses. The depth and speed of the actions by the Fed have effectively put a floor under stock prices in the United States. The consequences may include deflation or significant inflation, and neither is a good outcome. Warren Buffett did say last Saturday he was worried about ‘extreme consequences’; at the same time he...

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