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Holmes R. Osborne III is a professional
money manager.
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Holmes Osborne began his career as a financial consultant
for Merrill Lynch Private Client Group in Naples, Florida. At
Merrill Lynch, Mr. Osborne assisted clients in asset management
and estate planning. After Naples, Mr. Osborne managed trust
portfolios for Merrill Lynch Trust Company (a division of Merrill
Lynch's mutual fund division) in Boca Raton, Florida. The trust
department managed over $1 billion in clients' assets. After
Florida, Mr. Osborne worked in management for Farmers Insurance
Group in Los Angeles, California. |
Mr. Osborne has a degree in finance from the Martin J. Whitman School
of Management at Syracuse University. Mr. Osborne holds the Chartered
Financial Analyst designation and belongs to the CFA Society and Los
Angeles Society of Financial Analysts. Mr. Osborne is a board member
of the LA National Association of Business Economists. In addition,
he has written articles for investment newsletters such as the Motley
Fool, Guru
Focus, and Quality
Stocks for Women.
Read Toyota?
Well, Sort Of... at the Motley Fool.
Read Tesco:
The British Are Coming! at the Motley Fool.
Read the Holmes R. Osborne III brochure by clicking
here (PDF document).
Read National Post's Business article Hotter than an MBA by
clicking
here (PDF document).
Read the Association for Investment Management Research's CFA Fact
Sheet by clicking
here (PDF document).
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