Holmes Osborne

Current

• Owner at Money Management
• Owner at Holmes R. Osborne III, Inc.

Past

• Marketing Specialist at Farmers Insurance
• Portfolio Specialist at Merrill Lynch
• Financial Advisor at Merrill Lynch

see less...

Education

• Syracuse University

Connections

56 connections

Industry

Investment Management

Websites

• My Website
• My Website

Holmes Osborne’s Summary

Holmes R. Osborne III, Inc., is a global money management company. We specialize in managing trusts, retirement accounts, and foundations.

In addition, Mr. Osborne has written articles and research reports for the Motley Fool, Quality Stocks for Women, and Quality Stocks.

Holmes Osborne’s Specialties:

Global Value Investing.

Holmes Osborne’s Experience

• Owner

  Money Management

  (Investment Management industry)

  Currently holds this position

• Owner

  Holmes R. Osborne III, Inc.

  (Privately Held; Myself Only; Investment Management industry)

  March 2004 — Present (4 years 10 months)

  Portfolio management for individuals and foundations. Client's money is kept at Fidelity Investments and a quarterly fee is charged. Most money is invested in stocks and bonds.

• Marketing Specialist

  Farmers Insurance

  (Public Company; 10,001 or more employees; Management Consulting industry)

  July 2002 — March 2004 (1 year 9 months)

  Managed financial production for 260 agents in Los Angeles.

• Portfolio Specialist

  Merrill Lynch

  (Public Company; 10,001 or more employees; MER; Investment Management industry)

  July 2001 — October 2001 (4 months)

  Worked with a group of five portfolio managers at Merrill Lynch's trust department. We focused on managing $1 billion in large cap porfolios in Boca Raton, FL.

• Financial Advisor

  Merrill Lynch

  (Public Company; 10,001 or more employees; mer; Investment Management industry)

  July 1998 — July 2001 (3 years 1 month)

  Specialized in managing investment portfolios and estate planning for retirees in Naples, FL. Left to manage portfolios for Merrill Lynch's trust department.

Holmes Osborne’s Education

• Syracuse University

  B.S., Finance, 1994 — 1998

Additional Information

Holmes Osborne’s Websites:

• My Website
• My Website

Holmes Osborne’s Interests:

Raising a German short-haired pointer. Planning a wedding for 2008.

Holmes Osborne’s Groups:

National Association of Business Ecomists, CFA Society of Los Angeles, Syracuse Alumni, Los Angeles Venture Association (LAVA), Malibu Rotary, Pacific Council on International Policy, Malibu Rotary, Business Forum International.

Holmes Osborne’s Honors:

Past President of Syracuse Alumni of Southern California.
Behavioral Finance Committee of CFA Society in Los Angeles
Committee for Investment Capital Conference for Los Angeles Venture Association.

Holmes Osborne’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch