Charles Else
Principal @Osborne Partners Capital Management, Llc
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WORK HISTORY
Principal @Osborne Partners Capital Management, Llc
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
SKILLS
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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