Jason Rodnick

Jason Rodnick, CFA, is an Investment Analyst at Osborne Partners Capital Management, LLC based in San Francisco, CA. He is a member of the Osborne Partners Investment Management Team, responsible for research coverage across all major asset classes, including equities, fixed income, natural resources, and alternative investments. His analysis informs portfolio management decisions and he regularly authors investment commentary on sectors such as banking, innovation, and global economics.

Rodnick brings nearly two decades of investment experience, including previous roles as Investment Analyst at Raub Brock Capital Management, where he specialized in portfolio research and monitoring, and as Client Accounting Associate at Pacific Crest Group. His career demonstrates advanced expertise in asset class research, investment strategy, and portfolio risk assessment.

Jason holds a BA in Economics from San Francisco State University (Lam Family College of Business), a Certificate of Advanced Accounting Proficiency from Santa Clara University, and is a CFA Charterholder. He is also a member of CFA Society San Francisco and has passed the Uniform CPA Examination, complementing his deep expertise in investment analysis and accounting.