JP Osseward

JP Osseward, CFA, FRM, CAIA

Associate Advisor
Direct: (425) 531-7328
Office: (425) 467-1011 Ext. 208
Email: jp@avieradvisors.com

Enhancing client relationships through informed communications

In his role as an associate advisor, JP works diligently to optimize operational efficiencies within Avier while facilitating seamless communication between clients and their account teams. As a primary point of contact, JP provides clients with timely, pertinent information backed by in-depth research to deliver exceptional financial guidance. Previously, JP served as an analyst with Wurts and Associates where he performed manager research and prepared portfolio analytics. JP’s wealth of knowledge regarding institutional-class investments and dedication to continuing financial education further enrich the client experience at Avier.

In his free time, you’ll find JP on the basketball court or ultimate Frisbee field. If he’s not there, he’s out hiking scenic Pacific Northwest trails with friends. As an avid reader, JP likes to unwind with classic works of science fiction or historical biographies.

Education

Bachelor of Arts in History, University of Washington

Licenses

Series 65

Designations

Chartered Financial Analyst® (CFA) charterholder
Financial Risk Manager – Certified by the Global Association of Risk Professionals (FRM)
Chartered Alternative Investment Analyst (CAIA) Charterholder

LinkedIn

https://www.linkedin.com/pub/jp-osseward/16/917/964