Vice President & Analyst

Prior to joining Osterweis Capital Management in 2014, Mr. Wong was a member of the investment team managing the endowment of the David and Lucile Packard Foundation. Before that, Mr. Wong was an Analyst at Wohl Capital Management, a long/short hedge fund.

He is an equity owner in the firm and an Analyst for the emerging growth strategy.

Mr. Wong serves on the investment committee of the Asian Pacific Fund.

Mr. Wong graduated from Yale University (B.A. in Political Science and International Studies with distinction) and the University of California Berkeley, Haas School of Business (M.B.A., Investment Management Fellow). Mr. Wong holds the CFA designation and is a member of the CFA Society of San Francisco.