Jay Skaalen

Analyst-Equity at

Osborne Partners Capital Management LLC

Finance

Consumer Services

Profile

Mr. Jay M.
Skaalen, CFA, is an Investment Analyst & Principal at Osborne Partners Capital Management LLC.
He has nearly over 20 years of experience and is in his 14th year at Osborne Partners Capital Management (OPCM).
He is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes.
Prior to OPCM, he was a Portfolio Manager at Wells Fargo and a member of their National Equity Research Team.
He also worked in Corporate Finance and Investor Relations for Qualcomm Incorporated.
He received a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University at San Luis Obispo and is a CFA Charterholder.
He is a member of CFA Society San Francisco and CFA Institute.
He is also a Certified Financial Planner.

Jay Skaalen active positions

Companies	Position	Start
Osborne Partners Capital Management LLC Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation.	Analyst-Equity	2013-08-31

All active positions of Jay Skaalen

Former positions of Jay Skaalen

Companies	Position	End
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Corporate Officer/Principal	2013-08-30

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Private companies	3
Osborne Partners Capital Management LLC Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation.	Finance
California Polytechnic State University (San Luis Obispo) California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance