Charles Else

Charles Else is a Principal at Osborne Partners Capital Management, LLC in San Francisco, where he leverages nearly three decades of wealth management experience to oversee business development, marketing, and client service. He serves as a liaison to the firm’s Investment Management team, collaborating closely on client strategy and tailored portfolio solutions.

Throughout his tenure at Osborne Partners and previous roles, including Managing Director at S&Y Asset Management LLC and President at Else Investment Company, Charles has built deep expertise across multi-asset class portfolios. His published commentary and focus highlight a specialization in credit markets and fixed income, while firm filings indicate significant involvement with equities (such as technology, consumer, and international sectors), exchange-traded funds (ETFs), and global asset allocation strategies.

Charles holds a B.S. in Business Administration with a concentration in International Finance from the University of Vermont and is a graduate of Western Reserve Academy. His professional achievements include thought leadership in fixed income market trends and strategic development initiatives that contribute to Osborne Partners’ reputation as a leading independent wealth management firm in the Bay Area.