Holmes R. Osborne III, Inc. – CFA-Certified Professional Money Management Firm
Holmes R. Osborne III, Inc. is a professional money management firm. Holmes Osborne began his career as a financial consultant for Merrill Lynch in Naples, Florida where he assisted clients in asset management and estate planning. After Naples, Mr. Osborne managed trust portfolios for Merrill Lynch Trust Company in Boca Raton, Florida. The trust department managed over $1 billion in clients' assets. After his tenure at Merrill Lynch, Mr. Osborne worked in management for Farmers Insurance Group in Los Angeles, California. Mr. Osborne has a degree in finance from the Martin J. Whitman School of Management at Syracuse University. In…