Kieran Osborne, MBus, CFA®

Partner and Chief Investment Officer at Mission Wealth

Speaker

Kieran Osborne is a seasoned investment leader with over 20 years of experience in global capital markets. As Chief Investment Officer at Mission Wealth, he oversees all aspects of the firm’s investment strategy, including asset allocation, portfolio construction, and manager selection. Kieran leads Mission Wealth’s Investment Committee and is responsible for delivering innovative, research-driven solutions that help clients achieve their financial goals.

Known for his deep expertise in both traditional and alternative investments, Kieran has guided Mission Wealth through periods of market volatility by developing forward-looking strategies that strike a balance between risk and opportunity. He has played a pivotal role in expanding the firm’s access to private markets, ETFs, and customized investment solutions, while ensuring that portfolios remain aligned with clients’ unique values and long-term objectives.

Kieran is a frequent speaker at Mission Wealth’s investment webinars and has been featured in leading financial publications, such as With Intelligence, for his perspectives on market trends, portfolio design, and the evolving landscape of alternative investments.

Before joining Mission Wealth, Kieran Osborne served as Director of Research and Co-Portfolio Manager at Merk Investments, a mutual fund management company specializing in international fixed income and currency investments based in Palo Alto.

Kieran also has experience working as an Equity Analyst for a New Zealand-based asset management firm, where he provided analysis and investment recommendations on Australian and New Zealand publicly listed stocks within the consumer discretionary, consumer staples, property, and retail sectors. He also has experience trading and analyzing small and micro-cap U.S. stocks, having held a trading and analyst position at a New York-based hedge fund.

Kieran is a CFA Charterholder, holds a Bachelor of Commerce in Finance, and a Master of Business in Finance from the University of Otago in New Zealand. He furthered his education as a graduate exchange student at the University of Texas at Austin, where he completed his Master of Business degree.