Charles Else
Providing Sophisticated Investment Management & Active Financial Planning Services
- Role
- Principal at Osborne Partners Capital Management, Llc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Charles Else
I am a Principal at Osborne Partners, an 85+ year old boutique wealth management firm based in San Francisco: With over 30 years of wealth management experience, I specialize in helping executives, professionals and business owners with sophisticated investment, tax, estate and concentrated stock planning solutions.
Experience
Principal
Osborne Partners Capital Management, Llc
Sep 2007 — Present · San Francisco, CA, US
For over 85 years, Osborne Partners and its predecessors have actively managed diverse, multi-asset class portfolios for astute investors. We manage approximately $2.6 billion in assets (as of 12/31/2025) for clients across the country, providing wealth solutions to multiple generations of families and non-profit organizations for one simple fee based on asset level. Our two investment management goals are to: 1. Match or beat the returns of the 100% global equities MSCI benchmark, with a portfolio typically comprised of less than 60% equities.2. Outperform the global equities MSCI benchmark during every market correction. Please visit our website at https://osbornepartners.com for webinars, investment commentary and information about our firm.
Education
University of Vermont
B.S. Business Administration, International Finance
1991 — 1995
Skills
- Investments
- Investment Management
- Portfolio Management
- Investment Advisory
- Wealth Management
- Financial Planning
- Alternative Investments
- Securities
- Asset Management
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