John Fagan

John "Jack" Fagan, CFA, is an Investment Analyst at Osborne Partners Capital Management, LLC in San Francisco, California. As a key member of the firm’s Investment Management Team, he is responsible for researching and providing coverage across all major asset classes, including equities, fixed income, and alternative investments. His expertise notably includes U.S. fixed income markets, credit, and derivatives, as evidenced by several published analyses on interest rates and Federal Reserve policy.

Prior to his current role, Jack served as Associate Investment Analyst at Osborne Partners and was previously Associate Director in the Derivative Products Group at PNC Bank, where he specialized in structuring hedging strategies with swaps and options, alongside publishing market updates. This background gives him significant experience in risk management and capital markets research within large financial institutions.

Jack holds a B.S. in Business Administration—Finance and International Business from Carnegie Mellon University’s Tepper School of Business, and is a CFA Charterholder. His work is distinguished by rigorous research, published commentary, and broad asset class expertise, especially in fixed income and derivative products. He is supervised by Justin McNichols, Principal at Osborne Partners.