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Mini chuck else 3
Osborne Partners Capital Management LLC
San Francisco, CA

Chuck Else

Customized Multi-Asset Class Investment Management & Active Financial Planning
Score:
100

Meet Chuck

Introduction - Chuck Else
Introduction - Chuck Else
Why is Minimizing Losses More Important than Maximizing Gains? - Chuck Else
Why is Minimizing Losses More Important than Maximizing Gains? - Chuck Else
Video Transcripts

Chuck is a Principal and has over 20 years of wealth management experience. His responsibilities include business development, marketing and client service. In addition, he serves as a client liaison to OPCM’s Investment Management team. Chuck has previously been a Managing Director with S&Y Asset Mgmt LLC in San Francisco. Chuck holds a B.S. in Business Administration & International Finance from the University of Vermont.

Chuck is a Principal and has over 20 years of wealth management experience. His responsibilities include business development, marketing and client service. In addition, he serves as a client liaison to OPCM’s Investment Management team. Chuck has previously been a Managing Director with S&Y Asset Mgmt LLC in San Francisco. Chuck holds a B.S. in Business Administration & International Finance from the University of Vermont.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Employer Sponsored Retirement Plans

Experience with

Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Education

Bachelors
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