Justin Wellington McNichols
Chief Investment Officer bei Osborne Partners Capital Management LLC
Profil
Mr. Justin W.
McNichols, CFA MBA, is a Chief Investment Officer & Principal at Osborne Partners Capital Management LLC.
He has over 25 years of experience.
He is a member of the firm's Investment Management Team, and became a Principal in 2000.
Previously, Mr. McNichols was with Wells Fargo Asset Management.
At Wells, he 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.
He 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.
He is a member of CFA Society San Francisco and CFA Institute.
Additionally, he is a CFA Charterholder.
Aktive Positionen von Justin Wellington McNichols
| Unternehmen | Position | Beginn |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Chief Investment Officer | 01.04.2000 |
Ehemalige bekannte Positionen von Justin Wellington McNichols
| Unternehmen | Position | Ende |
|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Corporate Officer/Principal | 30.03.2000 |
Ausbildung von Justin Wellington McNichols
| University of California, Irvine | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
