Mark Melanson
Portfolio Manager-Equities at Osborne Partners Capital Management LLC
Profile
Mr. Mark J.
Melanson, CFA MBA, is a Managing Director at Osborne Partners Capital Management LLC.
He is also a Portfolio Manager and has over 35 years of experience.
He is a member of the OPCM Investment Management Team.
Previously, he was with Northern Trust as a Senior Portfolio Manager.
Prior to Northern Trust, Mr. Melanson was the President and Chief Investment Officer of Citicorp Trust, where he managed $2 billion in equity and balanced portfolios.
He received his B.S.
degree in Economics from the University of the Pacific and a M.B.A.
from the Claremont Graduate School.
Additionally, he is a CFA Charterholder.
He is a member of CFA Society San Francisco and CFA Institute.
Mark Melanson active positions
| Companies | Position | Start |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Portfolio Manager-Equities | - |
Former positions of Mark Melanson
| Companies | Position | End |
|---|---|---|
Citicorp Trustee Co. Ltd.
 Citicorp Trustee Co. Ltd. Regional BanksFinance Founded in 1928, Citicorp Trustee Co. Ltd. is a subsidiary of Citigroup, Inc. that provides depository banking services. The company is based in London, UK. | President | - |
Northern Trust of California, NA
 Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Portfolio Manager-Equities | - |
Training of Mark Melanson
| University of the Pacific | Undergraduate Degree |
| Claremont Graduate University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Northern Trust of California, NA
Northern Trust of California, NA Investment ManagersFinance Northern Trust of California, NA (NTC) is an investment management firm headquartered in Los Angeles, California. They are a subsidiary of Northern Trust Corp. (NASDAQ: NTRS). NTC provides investment solutions to individuals, families, and institutions. | Finance |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Finance |
Citicorp Trustee Co. Ltd.
Citicorp Trustee Co. Ltd. Regional BanksFinance Founded in 1928, Citicorp Trustee Co. Ltd. is a subsidiary of Citigroup, Inc. that provides depository banking services. The company is based in London, UK. | Finance |
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