Steve Osborne

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Profile

Mr. Steven T.
Osborne, CPA, is a Senior Wealth Manager & Chief Investment Officer at Windward Private Wealth Management, Inc. He has more than 35 years of financial industry experience, he brings his background in tax planning and investing to all his work with the firm’s clients.
Mr. Osborne began his career in the financial industry as a Certified Public Accountant.
He received his B.S., Accounting degree from Kansas State University and a A.A., Business degree from Dodge City Community College (Kansas).
He is a CPA.

Former positions of Steve Osborne

Companies	Position	End
Windward Private Wealth Management, Inc. Windward Private Wealth Management, Inc. Investment ManagersFinance Windward seeks to help clients preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. The firm’s primary method of analysis relies on Modern Portfolio Theory. They mainly invest clients’ assets in exchange-traded funds (ETFs) and mutual funds but also in other securities deemed appropriate for the client.	Chief Investment Officer	01/01/2022

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