Chief Operating Officer at Osborne Partners Capital Management - San Francisco, CA, US
Osborne Partners delivers sophisticated investment management and active financial planning. What differentiates us? Our 84 year history. Our teams of top CFA® Charterholders (Chartered Financial Analyst®) and CFP® (Certified Financial Planner™) professionals on staff. Our multi-asset class investing approach that achieves equity-like returns with less risk. Our high level client service model where every client has their own CFP® professional. Our fees and reporting that are both simple and transparent.Osborne Partners is Your Wealth. Solved.