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Jay Skaalen, CFA, CFP®

Investment Analyst, Principal |

Jay is a Principal of the firm and Investment Analyst with over 10 years of experience and is in his 10th year at Osborne Partners.  Jay 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 a Portfolio Manager at Wells Fargo and a member of their National Equity Research Team.  He also worked in Corporate Finance and Investor Relations for Qualcomm Incorporated.  Jay is a member of CFA Society San Francisco and CFA Institute. Jay received a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University at San Luis Obispo and is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™ practitioner.

Publications by Jay Skaalen, CFA, CFP®

January 16, 2023 | Global Equities, Alternative Investments, Real Estate, Natural Resources

Overlooked but Not Forgotten  
Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging […]

April 17, 2022 | Economics

Friend or Foe?
Changing the way investors look at volatility from “risk” to “opportunity” can be the most powerful tool investors can utilize to combat turbulent times. 2021 was one of the better […]

July 19, 2021 | Real Estate, Natural Resources

Forgotten to Favored
Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook […]

January 15, 2021 | Global Equities

The Resiliency of Markets and Mankind
It’s December 31st, 2019 and financial markets around the world just capped off one of the best years on record. At that time, if someone had told you we were […]

April 11, 2020 | Real Estate

Real Estate: Opportunity Amidst the Chaos
In recent weeks as financial markets reeled in response to ongoing coronavirus headlines, few asset classes were spared. Even parts of investment grade Fixed Income, the asset class intended to […]

July 14, 2019 | Economics

IPO: It’s Probably Overpriced?
Click here to view a PRINT VERSION of this article. We have long known that 2019 held the potential to be somewhat of an IPO extravaganza – a year in […]

April 14, 2019 | Fixed Income

An About Face from the U.S. Federal Reserve
Click here to download a PRINT VERSION of this article. After a volatile end to 2018, interest rates continued their move lower in the first quarter driven by a dramatic […]

October 19, 2018 | Global Equities

Foreign Currency Conundrum
To download a printable version of this article: 201810 OPCM – Foreign Currency Conundrum On August 13th, 2018 a headline in the International Business Times read, “Turkey facing currency meltdown […]

April 11, 2018 | Alternative Investments

Navigating Turbulent Waters
The alternatives asset class is one that typically doesn’t garner much attention and can be easy to overlook. The individual holdings themselves typically aren’t flashy, and, on balance, alternatives make […]

October 5, 2017 | Alternative Investments

Time To Bet On Bitcoin?
In the past two weeks I have received the same question from my mother, one of my neighbors and my best childhood friend: what do you think of bitcoin? It […]
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