Chuck Osborne, CFA®, is co-founder and managing director of Iron Capital Advisors and the firm’s chief investment officer. Chuck has more than 30 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 Voya) and LOMA, an educational association serving financial services company members worldwide.
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 two children. Chuck enjoys sailing, golf, and coaching youth basketball and soccer. He founded non-profit One Atlanta Basketball in 2015, has been involved with The Culver Academies as a member of the Culver Legion Board and the Georgia Culver Club, and is also active with Peachtree Road United Methodist Church and Atlanta Classical Academy.