Mark Melanson

Portfolio Manager-Equities at

Osborne Partners Capital Management LLC

Finance

Consumer Services

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 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.	Portfolio Manager-Equities	-

All active positions of Mark Melanson

Former positions of Mark Melanson

Companies	Position	End
Citicorp Trustee Co. Ltd. Citicorp Trustee Co. Ltd. Regional BanksFinance Provides depository banking services	President	-
Northern Trust of California, NA Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments.	Portfolio Manager-Equities	-

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Linked companies

Private companies	5
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
Citicorp Trustee Co. Ltd. Citicorp Trustee Co. Ltd. Regional BanksFinance Provides depository banking services	Finance
Northern Trust of California, NA Northern Trust of California, NA Investment ManagersFinance NTC's balanced management investment philosophy is based on the belief that effective asset allocation takes place at both the strategic (long-term) and tactical (short-term) levels. The firm holds that the allocation between asset classes and security types is the most critical decision that clients face. NTC balances client needs with market considerations, reviews tactical decisions in a strategic context, and strives to build well-defined investment strategies that utilize a range of fixed-income and equity instruments.	Finance
University of the Pacific University of the Pacific Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Claremont Graduate University Claremont Graduate University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services