JP Osseward, CFA, CFP®, FRM, CAIA

Chief Operating Officer
Direct: (425) 531-7328
Office: (425) 467-1011 Ext. 208
Email: jp@avieradvisors.com

Enhancing client relationships through informed communications

In his role as Chief Operating Officer, 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 worked in institutional consulting with Verus (was Wurts and Associates) where he conducted manager research and performed 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 playing disc golf. 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

Designations

Chartered Financial Analyst® (CFA) Charterholder
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Risk Manager – Certified by the Global Association of Risk Professionals (FRM)
Chartered Alternative Investment Analyst (CAIA) Charterholder

Licenses

Series 65

LinkedIn

https://www.linkedin.com/in/jposseward