Steve Osborne
Chief Investment Officer at Windward Private Wealth Management, Inc.
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.
Steve Osborne active positions
| Companies | Position | Start |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Chief Investment Officer | 01/01/2013 |
Training of Steve Osborne
| Kansas State University | Undergraduate Degree |
| Dodge City Community College (Kansas) | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Finance |
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