James Osborn
Founder, Principal of Envest Asset Management, LLC. Currently the only Certified B-Corp financial advisor headquartered in Connecticut. Independent, fiduciary, fee-only, client obsessive – EAM provides financial planning and investment management to individuals, families, businesses, and non-profi
Founder, Principal of Envest Asset Management, LLC. Currently the only Certified B-Corp financial advisor headquartered in Connecticut. Independent, fiduciary, fee-only, client obsessive – EAM provides financial planning and investment management to individuals, families, businesses, and non-profits focused on Socially Responsible and Sustainable investments. Professional experience in clean/renewable energy, power and utilities, private equity, debt markets, mergers and acquisitions, project financing, and engineering consultancy. Experienced in deal origination, contract negotiation, and constructing and analyzing complex financial models. Board of Directors for two non-profit organizations. MBA from a prestigious university.
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Member since November 14, 2022