Investment Management – Osborne Partners

Justin McNichols, CFA

Osborne — Thu, 13 Apr 2023 17:59:07 +0000

Justin is the Chief Investment Officer for Osborne Partners, and has over 25 years of experience. Justin is a member of the Osborne Partners Investment Management Team, and became a principal of the firm in 2000. Previously, he was with Wells Fargo Asset Management. At Wells, Mr. McNichols was head of equity research, and a member of the national growth equity team. Additionally, he managed over $1 billion in separate account and mutual fund assets. Justin is a member of CFA Society San Francisco and CFA Institute. Justin received a Bachelor of Arts degree in Economics in three years and a M.B.A. in Finance from the University of California at Irvine. Additionally, he is a CFA Charterholder.

Jay Skaalen, CFA, CFP®

Osborne Partners — Thu, 04 May 2023 06:04:32 +0000

Jay is a Principal of the firm and Investment Analyst with nearly 20 years of experience and is in his 14th 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.

Ben Viemeister, CFA

Osborne Partners — Thu, 04 May 2023 06:09:24 +0000

Ben is an Investment Analyst with nearly 20 years of experience and is in his 11th year with Osborne Partners. Ben 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 the Portfolio Strategist at The Connable Office, a multi-family office. As Portfolio Strategist, he analyzed investments in multiple asset classes and managed the analyst team. Ben is a member of CFA Society San Francisco and CFA Institute. Ben graduated summa cum laude from Lynchburg College with a B.A. in Economics and is a CFA Charterholder.

Jason Rodnick, CFA

Osborne Partners — Thu, 04 May 2023 06:12:10 +0000

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.

Jack Fagan, CFA

Sonia Von Berg — Thu, 04 May 2023 06:14:13 +0000

Jack is an Associate Investment Analyst at Osborne Partners and has nearly 10 years of experience. 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, Jack was an Associate Director in the Derivative Products Group at PNC Bank. Jack’s responsibilities included structuring hedging strategies, including swaps, options, and other risk management products. Additionally he published economic and capital markets updates. Jack graduated from Carnegie Mellon University’s Tepper School of Business with a B.S. in Business Administration – Finance and International Business and a minor in Hispanic Studies. He is a CFA Charterholder.

Josh Hettinger

Osborne Partners — Fri, 31 Oct 2025 05:05:34 +0000

Josh is an Associate Investment Analyst at Osborne Partners. He is a member of the Osborne Partners Investment Management Team. Prior to Osborne Partners, he was a portfolio management analyst at Hall Capital Partners. Josh’s responsibilities include research projects, analyzing portfolio investments, and monitoring portfolios. Josh graduated Magna Cum Laude from the University Of Nevada, Reno with a B.S. in Finance and a Minor in Economics. He is a CFA level II candidate.

Mark Melanson, CFA

Osborne — Thu, 04 May 2023 06:16:30 +0000

Mark is a Managing Director for Osborne Partners, and has over 35 years of experience. Mark is a member of the Osborne Partners Investment Management Team. Previously, he was with Northern Trust as a Senior Portfolio Manager. Prior to Northern Trust, Mr. Melanson was the President and Chief Investment Officer of Citicorp Trust, where he managed $2 billion in equity and balanced portfolios. Mark is a member of CFA Society San Francisco and CFA Institute. Mark received his B.S. degree in Economics from the University of the Pacific and a M.B.A. from the Claremont Graduate School. Additionally, he is a CFA Charterholder.