Shawn M. Eubanks
Vice President & Director of Business Development
Shawn Eubanks graduated from Southern Illinois University at Carbondale, IL (B.A. in Communications/Journalism), and also studied Organizational Communication and Public Relations as a graduate student at Southern Illinois University.
Prior to joining Osterweis Capital Management in 2005, Mr. Eubanks was Vice President of Institutional Services at Fremont Investment Advisors. Previously, he worked in marketing capacities for Houlihan Lokey Howard & Zukin and The Blaine Group, Inc. in Los Angeles.
Mr. Eubanks is an active supporter of the financial planning profession. He has served on planning committees for various industry conferences including the Financial Planning Association (FPA) NorCal Conference, the NAPFA West Regional Conference and the FPA National Conference.
Mr. Eubanks is a principal of the firm and is responsible for developing long-term relationships and supporting the needs of financial advisors, family offices, consultants and other institutional investors.
Carolina Y. Lau
Director of Client Relations
Carolina Lau graduated from Occidental College (A.B. in Economics), and the University of California Berkeley, Walter A. Haas School of Business (M.B.A.).
Prior to joining Osterweis Capital Management in 1998, Ms. Lau was an emerging markets bond analyst at Vestrust Securities, L.P. in Miami, FL. Prior to that, she served as Marketing Director at a commercial bank in Guatemala City, and was an analyst at Wilshire Associates in Santa Monica, CA.
Ms. Lau assists the CIO and investment teams with monitoring the firm’s individual managed accounts, and serves as a point of contact for the firm’s client relationships.
Sharon E. Sintchak
Director of Client Relations
Sharon Sintchak graduated from California State University, Hayward (B.S. in Business Administration).
Prior to joining Osterweis in 2000, Ms. Sintchak worked as a portfolio accountant for a San Francisco-based hedge fund and as a portfolio operations manager for a San Francisco-based investment advisor. Prior to that, she was an associate portfolio accounting manager for an investment advisor in San Francisco, CA.
Ms. Sintchak oversees the Client Relations Department for the firm.
Michelle A. Swager
Director of Marketing
Michelle Swager graduated from the University of California, Davis (B.S. in Managerial Economics).
Prior to joining Osterweis Capital Management in 2008, Ms. Swager was an independent financial services marketing consultant. Before that she was a Vice President of Marketing at Managers Investment Group, an investment firm offering a wide range of mutual funds and separately managed accounts. Earlier in her career, she was a Vice President at Fremont Investment Advisors, a division of a multi-billion dollar family office and investment advisor to a no-load mutual fund family.
Ms. Swager is responsible for the firm’s marketing efforts.