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.
William F. O’Leary
Vice President and Senior Relationship Manager
Bill O’Leary graduated from Franklin & Marshall College (B.A. in English).
Prior to joining Osterweis Capital Management in 2012, Mr. O’Leary was a Managing Director at Morgan Stanley in the Institutional Client Relationship Group. During his 30 years with Morgan Stanley, he managed their institutional equity business in San Francisco and their institutional equity and syndicate sales departments in New York. Prior to that, he was a Vice President at Blyth Eastman Dillon.
Mr. O’Leary is a Trustee Emeritus of The Governors Academy, a member of the Leadership Counsel of Franklin & Marshall College and Vice Chairman of the Corporate Gifts Committee for the San Francisco Symphony.
Mr. O’Leary is a principal of the firm and is responsible for developing long-term relationships and supporting the needs of our clients.
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 group 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.
Cearúll Jack Horgan
Senior Client Relations Associate
Jack Horgan graduated from Santa Clara University (B.S. Combined Sciences). Mr. Horgan holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Prior to joining Osterweis Capital Management in 2013, Mr. Horgan worked at BlackRock, Inc. as a Product Specialist and Senior Portfolio Consultant. Previously, he was an Investment Planning Analyst and Private Client Associate at Bernstein Global Wealth Management.
Mr. Horgan is a senior member of our Client Relations group.