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<title>Team · Osborne Partners</title>
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<div class="hero__eyebrow">Twenty stewards · Ten employee-owners</div>
<h1 class="hero__title">The people behind <em>your portfolio</em>.</h1>
<p class="hero__sub">
Average tenure: twenty-four years. Most of our team has navigated more market cycles
than the median Wall Street career has lasted. The CFP® you meet today is, statistically,
the CFP® you'll be working with in 2046.
</p>
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<section class="section">
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<div class="section__eyebrow">Leadership</div>
<h2 class="section__title">The Board of Directors.</h2>
<div class="team-grid">
<article class="team-card">
<div class="team-card__avatar">JM</div>
<h3 class="team-card__name">Justin W. McNichols, CFA</h3>
<div class="team-card__role">Chief Investment Officer · Principal</div>
<p class="team-card__bio">
Justin joined the firm in 2000 and became principal that same year. He has more than
twenty-five years of investment management experience. Previously at Wells Fargo Asset
Management, he was head of equity research and a member of the national growth equity
team, managing over $1 billion in separate-account and mutual-fund assets. He authors
many of the firm's quarterly letters and is a frequent voice on the Osborne Partners
podcast.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">SV</div>
<h3 class="team-card__name">Sonia Von Berg</h3>
<div class="team-card__role">Chief Operating Officer · Director</div>
<p class="team-card__bio">
Sonia is in her fifteenth year at the firm — the last eight as COO. She oversees
operations, compliance, technology, and the entire client-service infrastructure.
Sonia has led the modernization of the firm's portal, reporting, and document
workflows while preserving the firm's hand-written ethos.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">CE</div>
<h3 class="team-card__name">Charles Else</h3>
<div class="team-card__role">Director</div>
<p class="team-card__bio">
Charles serves on the firm's Board of Directors alongside Justin and Sonia. He brings
decades of investment-management governance experience to the board's stewardship of
the firm's long-term direction.
</p>
</article>
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<div class="section__eyebrow">Investment Team — Asset-Class Specialists</div>
<h2 class="section__title">Each sleeve, its own specialist.</h2>
<p class="section__lead">
The investment team is organized by asset class. Each specialist owns a sleeve of the portfolio
end-to-end — research, security selection, and the quarterly explainer video that goes with it.
</p>
<div class="team-grid">
<article class="team-card">
<div class="team-card__avatar">JS</div>
<h3 class="team-card__name">Jay Skaalen, CFA, CFP®</h3>
<div class="team-card__role">Foreign Equities · Multi-Asset</div>
<p class="team-card__bio">
Holds both the CFA charter and the CFP® designation. Leads the firm's foreign-equity
research and contributes to multi-asset construction. Frequent author of the firm's
explainer videos — including <em>Earnings Releases Decoded</em> and <em>Artificial
Intelligence: Challenges and Opportunities</em>. Author of the foundational 2018 paper
<em>Navigating Turbulent Waters</em>.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">BV</div>
<h3 class="team-card__name">Ben Viemeister, CFA</h3>
<div class="team-card__role">Fixed Income</div>
<p class="team-card__bio">
Owns the firm's fixed-income sleeve — duration, credit, municipal positioning, and
cash-equivalent strategy. Authored the 2022 fixed-income review during the worst year
on record for the asset class.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">JF</div>
<h3 class="team-card__name">Jack Fagan, CFA</h3>
<div class="team-card__role">Natural Resources & Alternatives</div>
<p class="team-card__bio">
Leads the firm's natural-resources and alternatives research — energy, metals,
agricultural commodities, and select alternative strategies. Authored the firm's
2022 review on alternatives in a higher-rate, stronger-dollar environment.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">JR</div>
<h3 class="team-card__name">Jason Rodnick, CFA</h3>
<div class="team-card__role">Real Estate & REITs</div>
<p class="team-card__bio">
Specializes in publicly traded real estate, REIT positioning, and direct real-estate
adjacency in client portfolios. Authored the firm's 2022 review of real estate after
the worst year for the asset class since 2008.
</p>
</article>
</div>
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<section class="section section--alt">
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<div class="section__eyebrow">Wealth Counsel</div>
<h2 class="section__title">Your dedicated point of contact.</h2>
<p class="section__lead">
Each client family is matched with a Wealth Counselor — a CFP® practitioner whose job is to
understand every part of your financial life, coordinate every advisor in it, and answer
the phone whenever you call.
</p>
<div class="team-grid">
<article class="team-card">
<div class="team-card__avatar">TP</div>
<h3 class="team-card__name">Tom Piro, CFP®</h3>
<div class="team-card__role">Wealth Counselor · Enrolled Agent</div>
<p class="team-card__bio">
Tom is a Certified Financial Planner™ practitioner and an IRS Enrolled Agent — a rare
combination that lets him advise on tax strategy without referral. He guides families
through every chapter: home purchase, business decisions, RMDs, inherited IRAs,
generational gifting. Reachable directly at <em>tom@osbornepartners.com</em>.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">JS</div>
<h3 class="team-card__name">Jay Skaalen, CFA, CFP®</h3>
<div class="team-card__role">Investment Team · Wealth Counselor</div>
<p class="team-card__bio">
Jay holds both the CFA charter and the CFP® designation. He is a frequent author of the
firm's quarterly research and host of multiple Osborne Partners explainer videos —
including <em>Earnings Releases Decoded</em> and <em>Artificial Intelligence:
Challenges and Opportunities</em>.
</p>
</article>
<article class="team-card">
<div class="team-card__avatar">RK</div>
<h3 class="team-card__name">Roohi Khan</h3>
<div class="team-card__role">Client Service Associate</div>
<p class="team-card__bio">
Roo handles the operational rhythm of the client relationship — RMD processing, money
movements, custodian coordination, document delivery. The cheerful first reply on most
client emails comes from Roo.
</p>
</article>
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</section>
<section class="section">
<div class="container" style="max-width:880px;text-align:center">
<div class="section__eyebrow">In aggregate</div>
<h2 class="section__title" style="margin-left:auto;margin-right:auto">Twenty stewards. One method.</h2>
<p class="section__lead" style="margin-left:auto;margin-right:auto">
Beyond the people on this page sit a research team, a portfolio-construction team, an
operations team, and a compliance team — twenty professionals in total, ten of them
employee-owners of the firm. We do not have any non-equity outside investors. The firm
answers to its clients and to itself.
</p>
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