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 […]
Features investment
Paula Pienkowska – Riverview Capital Advisers
It’s hard enough fully entrusting a 16-year-old with keys to the car, let alone those to the family restaurant. And then relying on them to actually run the place. Paula Pienkowska wasn’t most 16-year-olds. Maybe it was the hardworking, entrepreneurial parents, who’d arrived from Poland just four years earlier. Or something more ingrained, perhaps—an inclination […]
Carolyn Decker – Lake Street Advisors
Whether you’ve scrimped and saved or spent without worry, meeting with a financial advisor for the first time can be an intimidating experience, where even the savviest of minds feels lost amidst the lexicon of asset bases, dividends and deferral options. Never is this feeling keener than with one query especially: How does this person […]
Douglas M. Loudon – Loudon Investment Management
Douglas M. Loudon’s quarterly report to clients and friends (available on the firm’s website), attests that in addition to being an accomplished investment manager, he’s also a wordsmith, one capable of putting the complexities of finance in lay terms. But the founder of the small, but thriving, firm that bears his name in the quaint […]
Ryan Belanger – Claro Advisors
As origin stories go, launching a company at your own coffee table, to little fanfare beyond the well wishes of family and a small cohort of loyal clients, almost certainly sets you apart from other financial planners. But for Ryan Belanger and Claro Advisors, unassuming roots and skyward growth are by no means mutually exclusive. […]
