Advisors & Institutions
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 managing the firm’s business development efforts. He is actively involved in the development of long-term relationships with financial advisors, family offices, consultants and other institutional investors.
Daniel S. Shore
Regional Investment Consultant
Daniel Shore graduated from Williams College at Williamstown, MA (B.A. in History).
Prior to joining Osterweis Capital Management in 2014, Mr. Shore was a Vice President at Cohen & Steers Capital Management where he supported advisors and bank trust departments in the Midwest. Previously, he was a Senior Vice President at Cole Real Estate Investments and American Funds Distributors. Earlier in his career, he worked at Putnam Investments in a marketing capacity, helping to grow their southwest sales territory.
Mr. Shore is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office and bank trust clients.
Advisor Relations Associate
Antoine Piron graduated from National Business School, Paris, France (BTS in Sales and Finance) and University of Grenoble, France (Masters in Banking).
Prior to joining Osterweis Capital Management in 2013, Mr. Piron was an Associate in the Investment Management division of Goldman, Sachs & Co., where he was in charge of equity trading. Previously, he was an Associate at Presidio Financial Partners, where he managed and built relationships with high net worth individuals, accountants and consultants. Earlier in his career, he worked at Bernstein Global Wealth Management in a relationship management capacity.
Mr. Piron is responsible for supporting the development of long-term relationships and the needs of financial advisor clients.
Private Client Services
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 32 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.
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.
Manager of Private Client Services
Lisa St.Claire graduated from Georgetown University, Washington, DC (B.S. in French). Ms. St.Claire holds the CERTIFIED FINANCIAL PLANNERTM designation.
Prior to joining Osterweis in 2016, Ms. St.Claire was Founder and Director of Arena Financial, a financial planning and asset management firm. Before that, she was a Partner and Advisor at North Berkeley Investment Partners in Berkeley and a Partner and Managing Director at The Humphreys Group in San Francisco.
Ms. St.Claire currently serves on the Board of Directors for St. Anthony Foundation and as a mentor at the Open-A-Door Foundation.
Ms. St.Claire is responsible for developing long-term relationships and serving the needs of our clients.
Client Relations Associate
Amanda Schneider graduated from the University of California, Berkeley (B.A. in Political Economy of Industrial Societies).
Prior to joining Osterweis Capital Management in 2011, Ms. Schneider was an Operations Associate at Hoover Investment Management, where she was responsible for trade creation and allocation, account reconciliation and supporting the marketing and sales departments with client reporting. Previously, she worked in the marketing department at Standish Mellon Asset Management.
Ms. Schneider primarily provides operational support for the Client Relations group.
Client Relations Associate
Joshua Anderson graduated from California State University, Sacramento (B.S. in Business Administration).
Prior to joining Osterweis Capital Management in 2013, Mr. Anderson was a Senior Fund Accountant at Citco Fund Services, where he supported the integration of new clients and Hedge Fund operations. Previously, he worked as an Associate Fund Accountant at State Street Bank and Trust.
Mr. Anderson primarily provides operational support for the Client Relations group.
Michelle A. Swager
Director of Communications & 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, Marketing at Fremont Investment Advisors.
Ms. Swager is responsible for overseeing communications and marketing for the Firm.