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Kieran David Osborne
Direttore degli Investimenti presso Mission Wealth Management LP
Profilo
Mr. Kieran D.
Osborne, CFA, is a Partner & Chief Investment Officer at Mission Wealth Management LP.
He is responsible for portfolio management, trading, analysis, and research functions.
Among others, he helps manage optimal portfolio construction and implementation, conducts in-depth manager research and due diligence, and monitors fund performance on an ongoing basis.
Before joining Mission Wealth, Mr. Osborne was the Director of Research and a Co-Portfolio Manager at Merk Investments, a mutual fund management company in Palo Alto, CA, primarily focused on international fixed income and currency investments.
Prior to Merk, he worked as an Equity Analyst for a New Zealand-based asset management firm, where he was responsible for the analysis of Australian and New Zealand companies within the consumer discretionary, consumer staples, property, and retail sectors.
Mr. Osborne also held a trading and analyst position for a New York-based hedge fund, where he was responsible for analyzing and trading small and micro-cap U.S.
stocks.
Mr. Osborne received his Bachelor of Commerce in Finance and Master of Business in Finance from the University of Otago, New Zealand.
A portion of his MBus was completed at the University of Texas at Austin, where he studied as a graduate exchange student.
Posizioni attive di Kieran David Osborne
Società | Posizione | Inizio |
---|---|---|
Mission Wealth Management LP
![]() Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Direttore degli Investimenti | 01/02/2013 |
Precedenti posizioni note di Kieran David Osborne
Società | Posizione | Fine |
---|---|---|
Merk Investments LLC
![]() Merk Investments LLC Investment ManagersFinance Merk Investments LLC is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alexander “Axel” Merk in 2000. Merk Investments provides discretionary investment advice to registered investment companies and a closed-end fund. | Gestore di Portafoglio-Azioni | 31/01/2013 |
MCM Associates Ltd.
![]() MCM Associates Ltd. Investment ManagersFinance Founded in 1991, MCM Associates Ltd. is a New York City-based hedge fund manager. | Corporate Officer/Principal | 31/12/2005 |
Brook Asset Management Ltd.
![]() Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Brook Asset Management Ltd. (BAM) is the New Zealand investment management subsidiary of Macquarie Investment Management (NZ) Ltd., ultimately held by Macquarie Group Ltd. (SY: MQG) in Australia. Based in Auckland, BAM manages investment funds for a range of clients including institutions, charitable organizations, trusts and private investors. | Analyst-Equity | - |
Formazione di Kieran David Osborne
University of Otago | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Brook Asset Management Ltd.
![]() Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Brook Asset Management Ltd. (BAM) is the New Zealand investment management subsidiary of Macquarie Investment Management (NZ) Ltd., ultimately held by Macquarie Group Ltd. (SY: MQG) in Australia. Based in Auckland, BAM manages investment funds for a range of clients including institutions, charitable organizations, trusts and private investors. | Miscellaneous |
Merk Investments LLC
![]() Merk Investments LLC Investment ManagersFinance Merk Investments LLC is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alexander “Axel” Merk in 2000. Merk Investments provides discretionary investment advice to registered investment companies and a closed-end fund. | Finance |
MCM Associates Ltd.
![]() MCM Associates Ltd. Investment ManagersFinance Founded in 1991, MCM Associates Ltd. is a New York City-based hedge fund manager. | Finance |
Mission Wealth Management LP
![]() Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Finance |
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