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Jason Rodnick, CFA

Investment Analyst |

Jason is an Investment Analyst at Osborne Partners and has nearly 20 years of experience, and is in his 8th year at the firm. He is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes. Prior to Osborne Partners, he was an investment analyst at Raub Brock Capital Management. Jason’s responsibilities included researching and analyzing portfolio investments, along with monitoring portfolios. Jason is a member of CFA Society San Francisco and CFA Institute. Jason graduated from San Francisco State University with a B.A. in Economics, is a CFA Charterholder, and passed the Uniform CPA Examination.

Publications by Jason Rodnick, CFA

January 15, 2021 | Economics

Democrats Take Georgia
On January 5th, 2021, Democrats unexpectedly swept the Georgia Senate runoffs, securing the Senate majority for the Democrats and returning unified Democrat control to Washington for the first time since […]

October 20, 2019 | Natural Resources

What Have You Done for Me Lately?
Recency bias is a powerful emotion that leads investors to focus on investing in what is working right now, resulting in the over-allocation to outperforming asset classes and abandonment of […]

April 14, 2019 | Real Estate

Housing, Homebuilders, and Corrections…
Click here to download a PRINT VERSION of this article. In the ten years since the financial crisis, housing markets have recovered, stock markets have eclipsed their prior highs, and […]

May 10, 2016 | Whitepapers

ESG Explained
You’ve likely heard of ESG investing. Maybe you’re curious what the hype is about. Maybe you’re wondering about the positives and pitfalls of this investing style. Read our whitepaper to […]
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