JP Osseward, CFA, CFP®, FRM, CAIAChief Operating Officer | Partner
Direct: (425) 531-7328
Office: (425) 467-1011 Ext. 208
Enhancing client relationships through informed communications
There are several different hats that I will have on depending on the day. I serve as the firm’s Chief Operations Officer and Chief Compliance Officer but also serve on the Investment Committee and help with marketing. I additionally serve as an advisor on a small number of households which helps keeps me grounded to what questions or challenges clients might currently have.
I am have been married to my ingenious wife, Hannah, since 2016 and we have been together since 2011. We have a small black cat called Grimoire who occasionally makes her way onto Avier correspondence in either video or physical form. I studied History at the University of Washington (same for Hannah, although we did not have any classes together) while playing trumpet in the Husky Marching Band. After graduating, I turned my focus to finance, taxes, and investments, and since then I have never looked back. I joined Avier in early 2014 after working at Verus Investments (formerly Wurts and Associates) and have loved being involved in all of the different aspects of the business.
Lars Phillips and I cofounded the Dick’s Drive-In Walkathon back in college which will be celebrating its 10-year anniversary in 2021. We enjoy walking to all of the Dick’s Drive-In Seattle locations in one day (15 miles in total!) in order to raise money for local causes.
When not working, I enjoy playing disc golf, basketball, reading and hiking. My favorite book series is the Sci-Fi classic “Foundation” series by Issac Asimov.
Bachelor of Arts in History, University of Washington
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