Portrait of Kieran Osborne

Kieran Osborne MBus, CFA®

Partner and Chief Investment Officer

Based in Santa Barbara, Kieran advances Mission Wealth’s investment platform through rigorous research, portfolio oversight, manager due diligence, and continuous improvement across the firm’s investment capabilities.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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How Kieran Sets Mission Wealth Apart

  • Leads institutional-quality portfolio design and oversight
  • Applies rigorous research and manager due diligence
  • Expands investment capabilities across asset classes
  • Advances trading, technology, and portfolio processes

What Kieran is Proud to Help Build

  • A broader, more sophisticated investment platform
  • A research culture grounded in continuous learning
  • Stronger tools and processes for advisory teams
  • Portfolios aligned with clients’ long-term goals

Kieran Osborne is the Chief Investment Officer and a Partner at Mission Wealth. He is responsible for overseeing portfolio management, trading, analysis, and research functions. Mr. Osborne conducts in-depth manager due diligence and monitors fund performance on an ongoing basis. His extensive knowledge across a variety of asset classes supports Mission Wealth’s constructive portfolio design, ultimately helping to ensure the financial needs and goals of the firm’s clients are met.

Every day is different at Mission Wealth. I’m always learning something new, whether it be about markets, economics, investments, technological enhancements. We never rest on our laurels; we always want to evolve – from adding new asset classes or investments, to enhancing our existing processes. And working with such a phenomenal team is just icing on the cake.

—Kieran Osborne, Partner and Chief Investment Officer

Professional Background

Before joining Mission Wealth, Kieran Osborne served as the Director of Research and Co-Portfolio Manager at Merk Investments, a mutual fund management company focused on international fixed income and currency investments in Palo Alto.

Kieran also has experience working as an Equity Analyst for a New Zealand-based asset management firm, where he provided analysis and investment recommendations on Australian and New Zealand publicly listed stocks within the consumer discretionary, consumer staples, property, and retail sectors. He also has experience trading and analyzing small and micro-cap U.S. stocks while holding a trading and analyst position for a New York-based hedge fund.

Kieran is a CFA Charterholder, holds a Bachelor of Commerce in Finance, and a Master of Business in Finance from the University of Otago in New Zealand. He furthered his education as a graduate exchange student at the University of Texas at Austin, where he completed his Master of Business degree.

Personal Pursuits

Kieran Osborne, along with his wife Amy and their two young children, enjoy all the benefits that living in Santa Barbara, California offers. They spend time with their dog and explore the local hiking trails around the city. Kieran also enjoys other outdoor activities like pilates, tennis, basketball, swimming and surfing.

Community Impact

Kieran is an active member of the Santa Barbara community, and has been actively involved with local youth sports. He has coached and refereed AYSO soccer teams and Santa Barbara’s youth rugby league. Previously, he held the position of Board Treasurer for the Santa Barbara Youth Rugby Club, and was the Vice President and member of Santa Barbara Humane Society’s finance committee.

Awards

  • Top 40 Under 40

    The Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

Media & Speaking Engagements

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Presenter speaking to an audience with a slide titled "Investments" displayed in the background.
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Videos by Kieran Osborne

The Importance of Customized Portfolio Solutions | Mission Wealth

The Importance of Asset Allocation | Mission Wealth

Learn The Benefits and Advantages of Global Diversification | Mission Wealth

The Importance of Managing Investment Costs | Mission Wealth

The Importance of Investment Discipline | Mission Wealth

The Benefits of Asset Location | Mission Wealth

SRI, ESG, and Impact Investing Approaches | Mission Wealth

The Importance of a Multi-Strategy Approach to Investing | Mission Wealth

The Benefits of Rebalancing – How Rebalancing Can Help Build Wealth | Mission Wealth

What is Tax-Loss Harvesting? | Mission Wealth

Awards

  • Top 40 Under 40

    The Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

Media & Speaking Engagements

Kieran Osborne from Mission Wealth smiles confidently in a professional suit against a neutral background.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Kieran Osborne from Mission Wealth smiles confidently in a professional suit against a neutral background.

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