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 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.

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

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

Is Today’s Market Like The Bubble of 2000?

Aug 5, 2020 - Max Osbon ( 6 mins to read)

A major question on the minds of investors today is, “will this market end badly? Like it did in 2000?” This market may seem disconnected from reality. The market is at, or near, all-time highs. At the same time, the US is suffering from the ongoing pandemic and extreme unemployment. With technology leading the pack by a wide margin, are we heading towards another dot-com bubble? Let’s take a c...

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Managing Optionality In Your Investment Portfolio

Jul 28, 2020 - Max Osbon ( 8 mins to read)

Consider the balance between resilience and optionality. Resilience is what most traditional wealth management firms focus on, and for good reason. A commitment to investment resilience means owning foundational ‘always there for you when you need it’ investments. Examples include cash, fixed income, many types of real estate, social security, pensions, stable salaries and core equity holdings....

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Four Months Until the Election

Balancing media, anxieties and patience

Jul 22, 2020 - John Osbon ( 6 mins to read)

We are now less than four months away from the Presidential election on Tuesday, November 3rd. Our nation's challenges with accelerated wealth inequality and climate change are larger than any single party's political agenda. Like the others, this one is likely to be decided quickly, which means we will know the results in the middle of the night.  In chaotic times, the regularity and predictab...

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