John Osbon

Personal Finance, Retirement, Investing
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“John Osbon, Managing Partner of Osbon Capital Management, provides independent Fiduciary advice that is closely aligned with his clients interests.”
Firm:

Osbon Capital Management, LLC

Job Title:

Founder, Managing Partner

Biography:

John Osbon 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 F. Osbon established Osbon Capital as the family’s investment firm in 2005 after two prosperous decades on Wall Street. Osbon Capital is 100% owned by the family and is its sole investment vehicle.

Osbon Capital came out of John’s investment, philanthropic and community accomplishments. John was looking to create a family investment office for himself and for clients that emphasized long term investing, acting, thinking and planning. A private firm for private people, outside of the swirl of financial conflict of interest, was the foundation of Osbon Capital and is in its genes.

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 Boston Ballet and participates in the Wall Street Decathlon benefiting Memorial Sloan-Kettering 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.

Education:

BA, Art History, University of Chicago
MBA, Finance, Columbia University

Fee Structure:

Fee-Only

CRD Number:

873118

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