We work with you on investment management, business and non-profit retirement services, as well as alternative investments.
Team
Our Principals
James Osborn, CPWA®, Enrolled Agent (EA), Founder & Partner
James is the founder and partner of Envest Asset Management (EAM). Before EAM, his career spanned clean energy, private equity, investment banking, M&A, and project finance. As an Enrolled Agent, he brings deep tax expertise directly into how EAM builds financial and estate plans — treating tax strategy as part of the investment conversation, not an afterthought. He also co-designs the firm’s investment and financial planning strategies while aligning corporate practices with the B Corp mission and client values… read more»
Karen Ogden, CFP®, Partner
Karen is a partner at Envest Asset Management (EAM) and a CERTIFIED FINANCIAL PLANNER® practitioner. Before EAM, she spent her career at institutions including the Chicago Board of Trade, the Federal Reserve Bank of Chicago, Bank of America, and Guggenheim Partners — including building carbon offset and ESG initiatives at Bank of America’s institutional trading desk. At EAM, she co-designs the firm’s investment and financial planning strategies and leads its educational initiatives and client-facing financial commentary…. read more»