Chuck Osborne, CFA, is co-founder and managing director of Iron Capital Advisors and the firm’s chief investment officer. Chuck has nearly 20 years of experience in the investment industry. Prior to founding Iron Capital, Chuck was the director of investment services at Invesco Retirement Inc., where he was responsible for the investment of more than $34 billion in retirement plan assets. Chuck’s experience also includes positions with Aetna Retirement Services (now ING) and LOMA, an educational association serving financial services company members worldwide.
Chuck has been published in various industry publications and is often quoted in both industry and national publications, including the
Atlanta Journal-Constitution, the
Atlanta Business Chronicle and
The Wall Street Journal. He also is a frequent speaker at industry conferences. Iron Capital is the largest fee-only investment advisory in Atlanta by assets under management as ranked by the
Atlanta Business Chronicle, and the
Atlanta Business Chronicle also has named Chuck one of Atlanta's Top 100 "Who's Who in Finance" for three consecutive years, as well as one of Atlanta’s “Power 50” Top Industry Leaders in 2010.
Chuck holds a B.A. in Economics from Wake Forest University, is a Fellow of the Life Management Institute and a Chartered Financial Consultant, and has earned the right to use the Charted Financial Analyst (CFA) designation. Chuck also is a member of the CFA Society of Atlanta and the CFA Institute. Chuck and his wife, Frost, live in Atlanta with their son, Charlie, and daughter, Mary Frost. Chuck is an avid golfer and is actively involved in the Georgia Culver Club and with Peachtree Road United Methodist Church, where he serves on the Finance Committee.
