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 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.

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

Shruti Bansal

Director – Investments

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.

Angela Roof

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 boyfriend and her Frenchton (Frenchie Boston mix) named Nora.

Thought leadership – we publish a new article every week

Week 30: Buybacks Over Dividends, AlphaFold Breakthrough and The First 3D Printed Bridge

Jul 28, 2021 - Max Osbon ( 6 mins to read)

Briefing: This week, three topics caught our attention. Equity yields are higher than reported. The S&P 500 dividend yield is approximately 1.25%, but when you include buybacks the yield is closer to 2.25%. Investors may not appreciate how the buyback yield is positively impacting them from both a tax and income perspective. AI is contributing to real scientific breakthroughs. AlphaFold is AI's...

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Week 29: Interest Rates, Venture Capital and High Yield Debt

Jul 21, 2021 - Max Osbon ( 8 mins to read)

Briefing: Following many decades of incredible success, venture capital investing is aggressively funding the next wave of innovative disrupters. The high yield rate, the rate that investors earn from buying "junk" rated companies, is the lowest it's been since 2007, which signifies very low bankruptcy risk. Where should future interest rates settle now that the 10 year treasury rate is back do...

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Week 28: The All Electric Future & Battery Technology

Jul 14, 2021 - Max Osbon ( 5 mins to read)

GM recently announced strategic plans to convert its entire product line into electric vehicles by 2035. For context, GM sold 6.8m new vehicles last year out of 78.5m total, making them one of the largest vehicle manufacturers in the world. It's a bold, but necessary move to create a sustainable and environmentally aware future. Given our increasingly electrified world, battery technology will ...

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