James Osborn
Envest Asset Management
Georgetown, Connecticut
Contact
How to contact
james.osborn@envestam.com
Professional Profile
Call Me When
you're looking for an independent wealth manager and planner focused on sustainability.
Professions
Investor
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Bookkeeping
Capital markets
Charitable giving
Debt
Equity
ESOPs
Estate planning
Fiduciary
Finance
Financial Modelling
Investments
Private equity
Private placements
Tax
Trusts
Exit/Transition Planning
ESG
Business Focus
Wealth advisor focused on sustainable investing
Professional Certification
MBA, CPWA
Client Industries
Business Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Software/Internet
Chapter information
Membership
Connecticut + Tri-State Individual
Member since
Member for 1 year
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