Charles Else

Principal @Osborne Partners Capital Management, Llc

San Francisco, CA, US
EMAILS
c•••••@osbornepartners.com
MOBILE NUMBERS
+14•••••••99

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WORK HISTORY

Sep 2007 — Present

Principal @Osborne Partners Capital Management, Llc

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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

1991 — 1995

University of Vermont

B.S. Business Administration, International Finance

SKILLS

InvestmentsInvestment ManagementPortfolio ManagementInvestment AdvisoryWealth ManagementFinancial PlanningAlternative InvestmentsSecuritiesAsset Management

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.

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