Aaron Daniels likens what he does to an elite military operation: With a hand-picked team of the best of the best, he swoops in to help companies tackle a variety of strategic and financial matters—and in the process, sets them on a trajectory for significant growth and valuation. A self-described people person and serial chief […]
Features February 2018
Greg Kushner – Lido Advisors LLC
The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]
Hugh R. Taylor – Taylor Wealth Management Partners
As much as technology has helped simplify investing—giving traders of all stripes instant access to global markets—there’s a flipside to all that availability: unprecedented noise. Forty years ago, when Hugh Taylor, founder of Boston-based Taylor Wealth Management Partners (TWMP), started in the business, the average holding period for a stock was 10 years. Today, it’s […]
John and Max Osbon – Osbon Capital Management
Experience and fresh ideas are a good mix in any business, maybe especially so in finance. That seems to be the case at Boston-based Osbon Capital Management, run by the father-and-son team of John and Max Osbon. John, the 66-year-old patriarch, honed his financial acumen at various blue-chip investment houses before opting to start his […]
