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John Osier

John Osier

Vice President Portfolio Strategy at Beacon Capital Management, Inc.

West Des Moines, IA , United States

About

John Osier is Vice President, Portfolio Strategy at Beacon Capital Management, Inc., where he serves as a senior portfolio strategist and portfolio manager. In his current capacity since 2025, he is responsible for developing and overseeing multi-asset investment strategies, with a focus on fixed income solutions, particularly through his role with the Astoria Dynamic Core US Fixed Income ETF. Osier is based in West Des Moines, IA, and plays a key role in the investment decision-making process within Beacon’s portfolio management team.

Prior to joining Beacon, Osier was Associate Vice President and Senior Portfolio Manager at Sammons Financial Group Companies, following an earlier role as Director-Credit Portfolio Analyst at Sammons Financial Group. His expertise lies in constructing and managing portfolios that span across fixed income, credit, and insurance-focused asset classes. Earlier in his career, he managed corporate credit exposures within insurance portfolios at EMC Insurance Companies, giving him a strong foundation in credit analysis and risk management.

Osier holds a Master of Business Administration with an emphasis in Finance from the University of Iowa - Henry B. Tippie College of Business and a Bachelor of Science in Finance & Transportation Logistics from Iowa State University - College of Business. He is also a Chartered Financial Analyst (CFA), underlining his technical proficiency and commitment to investment excellence. Notably, Osier’s work at Beacon involves launching and managing rigorous portfolio strategies and contributing to advancements in fixed income ETF and credit portfolio solutions.

Career History

OrganizationRoleDate RangeDetails
Beacon Capital Management, IncVice President Portfolio StrategyJan 2025 to Present
• Investment model maintenance and development • Support the growth of Beacon Capital Management through business development • Present market, economic, and investment topics to advisors and partners
Sammons Financial Group CompaniesAssociate Vice President-Senior Portfolio ManagerOct 2023 to Jan 2025
• Develop portfolio strategy for $115 billion insurance company investment portfolio • Monitor and manage risk within existing portfolio investments and exposures • Identify and implement new investme...
Sammons Financial Group CompaniesDirector-Credit Portfolio AnalystMar 2022 to Oct 2023
• Manage insurance company corporate credit portfolio • Work across functional areas to quantify, monitor and report risk within the investment portfolio • Develop and implement portfolio level report...
EMC Insurance CompaniesDirector-Corporate CreditOct 2013 to Mar 2022
• Managed $1.5 billion of corporate credit exposure in Life and Property Casualty portfolios • Monitored market fundamental and relative value to drive tactical asset allocation decisions within the c...
Miles Capital, Inc.Analyst, Fixed IncomeSep 2006 to Oct 2013
• Provided ongoing credit analysis and buy/sell recommendations on more than 90 companies • Presented semi-annual reviews of various industries including banks, insurers, REITS, consumer staples, and ...
OppenheimerFundsFund AnalystSep 2004 to Sep 2006
• Analyzed daily trade logs for anomalies, research and take corrective measures • Researched, processed, and posted international and domestic dividends for all funds • Analyzed and researched securi...

Education

University of Iowa - Henry B. Tippie College of Business

Master of Business Adminstration, Emphasis in Finance

2008 2010

Iowa State University - College of Business

Bachelor of Science, Finance & Transportation Logistics

1997 2001

Skills & Expertise

Credit Analysis
Portfolio Management

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