Osborne Partners Capital Management

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Osborne Partners Capital Management Employees

Employee
Years
Job
Industry
Scott Schleicher Scott Schleicher San Francisco Bay Area Details
Scott Schleicher's Osborne Partners Capital Management Experience August 2011 - Present
Job Director Portfolio Counselor at Osborne Partners Capital Management
Industry Financial Services
Experience
Osborne Partners Capital Management   August 2011 - Present

Skills
Team Leadership, Personnel Development, Investments, Client Service, Customer Relations, Portfolio Management, Trading, Securities, Alternative Investments, Asset Management, Wealth Management, Retirement Planning, Management, Dispute Resolution

Education
Loyola University Chicago
Bachelor, Finance

Judy Hirotaka, CFP®, ChFC®, CWS®, CDFA™ Judy Hirotaka, CFP®, ChFC®, CWS®, CDFA™ San Francisco Bay Area Details
Judy Hirotaka, CFP®, ChFC®, CWS®, CDFA™'s Osborne Partners Capital Management Experience May 2013 - Present
Job Portfolio Counselor
Industry Financial Services
Experience
Osborne Partners Capital Management   May 2013 - Present
USAA  May 2011 - April 2013

Skills
Wealth Management, Financial Services, Financial Planning, Investment Advisory, Investment Management, Certified Financial...

Education
University of Oregon   1985 — 1989
BA, Economics

Emily Engie Emily Engie San Francisco Bay Area Details
Emily Engie's Osborne Partners Capital Management Experience June 2005 - August 2011
Job Film Financial Analyst
Industry Motion Pictures and Film
Experience
Pixar Animation Studios  August 2011 - Present
Osborne Partners Capital Management   June 2005 - August 2011
Mellon Capital Management  May 2004 - May 2005

Skills
Financial Modeling

Education
University of California, Berkeley   2001 — 2003
Bachelors of Arts, Mathematics



Jany Molina Jany Molina San Francisco Bay Area Details
Jany Molina's Osborne Partners Capital Management Experience November 2006 - April 2010
Job Senior Specialist at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG Union Bank, N.A.   July 2014 - Present
Union Bank  December 2012 - Present
Union Bank  May 2011 - December 2012
BlackRock  April 2011 - May 2011
Osborne Partners Capital Management   November 2006 - April 2010
Remedy Staffing  July 2004 - September 2004
Washington Mutual  April 2001 - January 2004

Education
University of California, Davis   2004 — 2006
BA, Economics

Deglin Kenealy Deglin Kenealy San Francisco Bay Area Details
Deglin Kenealy's Osborne Partners Capital Management Experience July 2010 - Present
Job Chief Executive Officer at Osborne Partners Capital Management
Industry Financial Services
Experience
Osborne Partners Capital Management   July 2010 - Present
Fitness Anywhere, Inc.   2008 - Present
Menlo Park Atherton Education Foundation  2007 - 2009
Fisher Investments  1993 - 2004

Skills
Strategy, Start-ups, Turn Around Management, Public Speaking, Sales, Management, Entrepreneurship, Leadership, Strategic Planning, Venture Capital, Investments, Fundraising, Sales Management, Coaching, Budgets

Education
Stanford University Graduate School of Business   2006 — 2007
Masters

California State Polytechnic University-Pomona   1986 — 1991
Bachelor of Science

Damien High School

Kirk Michie Kirk Michie Greater San Diego Area Details
Kirk Michie's Osborne Partners Capital Management Experience August 2002 - November 2005
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management  October 2014 - Present
Tiburon Strategic Advisors  April 2004 - Present
Triton Pacific Capital Partners  November 2007 - October 2014
Candor Advisors   April 2007 - October 2014
Lenox Advisors  March 2006 - April 2007
Osborne Partners Capital Management   August 2002 - November 2005
Bessemer Trust  August 2001 - August 2002
Wells Fargo Private Client Services  2000 - 2001
Kayne Anderson Rudnick  1998 - 2000
Sanford C. Bernstein & Co., Inc.   1993 - 1998

Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance

Education
University of Southern California   1982 — 1984
BS

Nicholas Barnett Nicholas Barnett Seattle, Washington Details
Nicholas Barnett's Osborne Partners Capital Management Experience 2008 - 2009
Job Regional Vice President at SQN Capital Management, LLC
Industry Financial Services
Experience
SQN Venture Partners   April 2015 - Present
SQN Investment Group   March 2014 - Present
ATEL Securities Corp.   May 2009 - May 2013
Osborne Partners Capital Management   2008 - 2009
Thrivent Financial for Lutherans  2007 - 2008
MassMutual Financial Group  2006 - 2007

Skills
Alternative Investments, RIA, Sales, Sales Management, Training, Marketing, Product Development, Expert relationship..., Sales Presentations, Series 7, Series 66, Life & Health Insurance..., Valuation, Asset Management, Private Equity, Securities, Equities, Investments, Mutual Funds, Venture Capital, Investment Advisory, Series 63, ETFs, Asset Allocation, Financial Analysis, Hedge Funds, Series 65, Funding, FINRA, Strategic Financial..., Due Diligence, Financial Modeling, Wealth Management, Investment Strategies, Financial Advisory, Portfolio Management, Bonds, Uniform Combined State..., Mergers, Private Placements, Investment Management, High Net Worth..., Start-ups, Entrepreneurship, Retirement Planning

Education
DePaul University   2002 — 2006
Bachelor of Arts (BA), Psychology, 3.0

Hinsdale Central   1995 — 1999
Diploma, 3.0

Ronny Inniger Ronny Inniger Greater San Diego Area Details
Ronny Inniger's Osborne Partners Capital Management Experience September 2011 - June 2012
Job Vice President, Market Leader at Bank of the West Wealth Management
Industry Investment Management
Experience
Bank of the West Wealth Management  July 2014 - Present
TIAA-CREF  June 2012 - June 2014
Osborne Partners Capital Management   September 2011 - June 2012
RF Advisors   September 2010 - July 2011
UBS Wealth Management  February 2005 - September 2010
UBS Financial Services  February 2006 - April 2009
Credit Suisse Group  January 2001 - January 2005
Credit Suisse  1999 - 2004
Financial Planner  January 1999 - January 2001
Cantonal Bank of Bern   January 1996 - January 2001

Skills
Asset Management, Wealth Management

Education
Swiss Financial Planning School   2003 — 2005
Master's Degree, equivalency

   2001 — 2004
Masters, Business/Finance

Business School of Bern   1996 — 1999

Cantonal Bank of Bern   1996 — 1999

Swiss Business School   1996 — 1999
Bachelor's Degree, equivalency; Finance concentration

Mike Blumberg Mike Blumberg San Francisco Bay Area Details
Mike Blumberg's Osborne Partners Capital Management Experience July 2011 - August 2011
Job Specialist at Apple
Industry Marketing and Advertising
Experience
Apple  September 2014 - Present
Richmond Foodbank   June 2013 - August 2013
Bingham, Osborn & Scarborough   May 2012 - August 2012
Osborne Partners Capital Management   July 2011 - August 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Social Networking, Customer Service

Education
University of Puget Sound   2010 — 2014

Lara McCaskill Lara McCaskill San Francisco, California Details
Lara McCaskill's Osborne Partners Capital Management Experience October 2005 - September 2006
Job Senior Program Manager at Pandora
Industry Online Media
Experience
Pandora  September 2015 - Present
Pandora  March 2013 - August 2015
Pandora  September 2009 - February 2013
Sportgenic, Inc.   April 2008 - August 2009
VolunteerMatch  September 2006 - January 2008
Osborne Partners Capital Management   October 2005 - September 2006
Fidelity Investments  January 2005 - May 2005

Skills
Customer Relations, Online Marketing, Email Marketing, Social Media, Web Project Management, Digital Media, Mobile Advertising, Advertising Management, Online Advertising, DoubleClick

Education
Wake Forest University   2000 — 2004
BA, Spanish, minor Global Trade and Commerce Studies

Stanford University Graduate School of Business   2008 — 2008
Summer Institute for General Management

Justin W. McNichols, CFA Justin W. McNichols, CFA San Francisco Bay Area Details
Justin W. McNichols, CFA's Osborne Partners Capital Management Experience April 2000 - Present
Job CIO at Osborne Partners Capital Management
Industry Financial Services
Experience
Osborne Partners Capital Management   April 2000 - Present
Wells Fargo Asset Management  April 1997 - March 2000
Cowen and Company  May 1994 - April 1997

Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance

Norman Villarina Norman Villarina San Francisco Bay Area Details
Norman Villarina's Osborne Partners Capital Management Experience November 2005 - Present
Job Partner, Industry Capital
Industry Venture Capital & Private Equity
Experience
Industry Capital   January 1999 - Present
Osborne Partners Capital Management   November 2005 - Present
Eos Partners  1996 - 1998

Skills
Private Equity, Investments, Asset Managment, Derivatives, Venture Capital, Alternative Investments, Portfolio Management, Due Diligence, Real Estate, Hedge Funds, Financial Modeling, Capital Markets, Investment Strategies, Valuation, Mergers & Acquisitions, Asset Management, Fund Of Funds, Securities, Wealth Management, Emerging Markets, Management, LBO, Investment Advisory, Investment Management, Equity Research, M&A experience, Corporate Development, Financial Markets, Financial Structuring, Private Placements

Education
Columbia University - Columbia Business School   1993 — 1995
MBA

University of California, Berkeley   1982 — 1986
BA, Economics, Political Science

Steve Caltagirone, CFP® Steve Caltagirone, CFP® San Francisco Bay Area Details
Steve Caltagirone, CFP®'s Osborne Partners Capital Management Experience 2010 - 2012
Job Client Advisor at Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management, LLC   2013 - Present
Elmwood Wealth Management, Inc.   2012 - 2013
Osborne Partners Capital Management   2010 - 2012
Bingham, Osborn & Scarborough   2008 - 2009
Fisher Investments  2003 - 2008
Banc of America Securities  1998 - 2000
Montgomery Asset Management  1996 - 1998

Education
Vanderbilt University - Owen Graduate School of Management   2000 — 2002
MBA, Finance

Saint Mary's College of California   1992 — 1995
BS, Finance

Thomas Chiang, MBA Thomas Chiang, MBA San Francisco, California Details
Thomas Chiang, MBA's Osborne Partners Capital Management Experience November 2010 - January 2011
Job Marketing and Project Management Professional
Industry Marketing and Advertising
Experience
Crunchyroll, Inc.   May 2015 - Present
Nantucket Brand Clothing Co   November 2014 - February 2015
Cisco Systems  May 2013 - July 2014
C.M. Construction Co.   July 2009 - September 2012
Osborne Partners Capital Management   November 2010 - January 2011
BTR Capital Management  November 2010 - December 2010
SFPUC  June 2008 - September 2008
City and County of San Francisco  June 2006 - September 2006
Gap Inc.  June 2005 - September 2005

Skills
Project Management, Management, Budgets, Microsoft Excel, Marketing, Training, Public Relations, Time Management, Customer Service, PowerPoint, MS Project, Product Management, Leadership, Negotiation, Social Media, Digital Marketing, Product Marketing, Brand Management, Social Media Marketing, Microsoft Office, Google Adwords, Google Analytics, Editing, Data Analysis, Facebook, LinkedIn, Twitter, Multi Tasking, Software Documentation

Education
University of California, Davis - Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Marketing and Business Development

University of California, Davis   2005 — 2009
BA, International Relations, Economics