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MEMBER PROFILE

 

James Osborn

Envest Asset Management

 

Member profile details

Membership level
Tri-State Individual
First name
James
Last name
Osborn
Title
Founder/Partner
Company
Envest Asset Management
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • Long Island News & Events
  • Massachusetts News & Events
  • New Hampshire News & Events
  • New Jersey News & Events
  • New York News & Events
  • Philadelphia News & Events
  • Rhode Island News & Events
 

CONTACT INFORMATION

City
Georgetown
State
Connecticut
 

PROFILE INFORMATION

Call me when
you're looking for an independent wealth manager and planner focused on sustainability.
Profession
  • Investor
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Bookkeeping
  • Capital markets
  • Charitable giving
  • Debt
  • Equity
  • ESG
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Private equity
  • Private placements
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Software/Internet
Professional Certification(s)
MBA, CPWA
In Business Since
2019
How to contact
james.osborn@envestam.com
Business Focus
Wealth advisor focused on sustainable investing
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