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

Our Favorite Theories, Principles and Laws Named After Famous Thinkers

What Can We Learn From Eponymous Laws?

Aug 13, 2019 - Max Osbon ( 9 mins to read)

This week we decided to have some fun by exploring our favorite eponymous laws, theories and principles and how they fit into the world of investing. This is a list I’ve been wanting to write for a while, at least since I discovered Sayre’s law two years ago. The fantastic thing about these observed laws is that they are based on real people’s experiences, cultivated over a lifetime of work and...

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Look at What They Do, Not What They Say

Positive news out of Congress contrary to the major headlines

Aug 6, 2019 - John Osbon ( 5 mins to read)

One piece of good news got buried in last week’s falling stock prices and the rush to safety in the bond market. This Bloomberg headline from last Friday says it best: Trump Has Signed Budget and Debt-Limit Legislation. Why is this such good news and what impact does it have on your financial and investment life? Aside from the messy political rhetoric, here’s what happened and here’s how we ca...

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Steps To Prepare The Next Generation For Wealth

Jul 30, 2019 - Max Osbon ( 5 mins to read)

Wealthy families often find themselves debating how to best approach the subject of family wealth with their children. The hesitation tends to center around how to share information about wealth while maintaining motivation and instilling the values of hard work and responsibility. What's the right age? What's the right level of detail? Where should you start? Here are steps you can take right ...

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