Institutional Services Consultant
Prior to joining Osterweis Capital Management in 2019, Amy Jeang most recently served as Client Relations & Marketing Director at Snyder Capital Management, LP. Prior to this position, she served as an Operations Associate and then a Research Associate at Presidio Financial Partners, LLC. Before that, she was a Reporting Analyst at Hall Capital Management, LLC.
Ms. Jeang is a member of the San Francisco CFA Society.
Ms. Jeang is responsible for institutional business development and overseeing Osterweis Capital Management’s RFP and due diligence efforts.
Ms. Jeang graduated from the University of California, Los Angeles (B.A. in Economics). Ms. Jeang holds the CFA designation.