Team

Prior to joining Osterweis Capital Management in 2005, Shawn 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.

He is a principal of the firm and is responsible for managing the firm’s business development efforts across all intermediary and institutional channels. He is actively involved in the development of long-term relationships with financial advisors, family offices, broker/dealers, and other institutional investors.

Mr. Eubanks graduated from Southern Illinois University at Carbondale, IL (B.A. in Communications/Journalism) and studied Organizational Communication and Public Relations as a graduate student at Southern Illinois University.

Prior to joining Osterweis Capital Management in 2018, Mark Schug was a Regional Director and Vice President at Franklin Templeton Investments, where he was responsible for the RIA territory in the Northeast. Previously, he held several roles at Natixis Global Asset Management covering RIAs, family offices and DCIO. Earlier in his career, he worked at Putnam Investments in multiple roles, including relationship management and business development.

He is a principal of the firm and is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office and bank trust clients.

Mr. Schug graduated from University of Massachusetts at Amherst (B.A. in Philosophy and Legal Studies).

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.

She 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.

Prior to joining Osterweis Capital Management in 2020, Sean Ryan was a Managing Director of Business Development at Centerstone Investors, where he was responsible for the intermediary territory in the Upper Midwest. Previously, he was a Director of Institutional Business Development at Diamond Hill Capital Management. Earlier in his career, he worked at William Blair & Company and Dealersource.com in regional director and account manager roles.

He is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office and bank trust clients.

Mr. Ryan graduated from Loyola University (B.A. in Business Administration).

Prior to joining Osterweis Capital Management in 2023, Tyler Voss was a Regional Vice President, Capital Markets at Bonaventure Capital, where he was responsible for the Southeast territory. Before that, he served as the Head of Distribution & Chief Revenue Officer at Amicus.io. Earlier in his career, he spent twelve years as Managing Director & Advisor Consultant at Nuveen.

He is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office, and bank trust clients.

Mr. Voss graduated from Huntington University (B.S. in Economics).

Prior to joining the Osterweis Business Development team in 2020, Kara Formanek was a Marketing Communications Associate at the firm, beginning in 2013. Before joining Osterweis, she worked as a 401(k) Communication Strategist at BlackRock. Previously, Ms. Formanek worked in two roles at Capital Guardian, as a Marketing Communications Coordinator and a Senior Presentation Development Associate.

She manages and responds to RFPs, DDQs, RFIs, and other requests received from intermediary and institutional clients and prospects.

Ms. Formanek graduated from the University of Washington (B.A. in English).

Prior to joining Osterweis Capital Management in 2023, Melinda Storrs was a Portfolio Analyst and Administrator at DHR Investment Counsel and before that served as Manager of Investment Advisory Services at MyCFO in Los Angeles. Previously, she worked as a Senior Portfolio Administrator at Schroder & Co. and as a Mortgage Servicing Analyst at SunAmerica. Ms. Storrs is a Certified Salesforce Administrator.

She is a member of the business development team.

Ms. Storrs graduated from Duke University (B.A. in Political Science and Markets and Management Studies Certificate).

As the head of Private Client, Chris Zand applies his passion for deeply engaging with clients to help them meet their long-term goals through their investments and strategic planning. He brings invaluable perspectives to wealth management discussions based on his experience with capital markets, asset allocation, financial planning, law, and taxes. Recognizing how complex life can be, Chris has a reputation with clients for having direct, open conversations to overcome that complexity and creating prudent investment plans that focus on financial independence, maximizing tax benefits, and creating legacies.

Prior to joining Osterweis in 2018, Mr. Zand was Vice President and Principal at Brouwer & Janachowski, LLC, where he specialized in providing investment planning and management services to individuals, families, foundations, and endowments, and helped formulate the firm’s investment strategy as a member of the Investment Committee. Prior to that, he was a Vice President with Bernstein Global Wealth Management and led a private client investment management team, providing financial and strategic planning advice to high-net-worth families and foundations.

Mr. Zand is a principal of the firm and is responsible for overseeing Osterweis Capital Management’s Private Client business. He is also a member of the firm’s Investment Policy Committee.

He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the California State Bar. He is also currently a member of the Board of Directors for the International House at U.C. Berkeley and the Board of Directors for Legal Services for Children, where he serves on the Finance Committee.

Mr. Zand graduated from University of California, Berkeley (B.A. in Political Science) and from Santa Clara University School of Law (J.D.). While in law school, Chris studied at the esteemed Magdalen College at Oxford University.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

As the Director of Private Client Service, Sharon Sintchak applies her over 25 years of experience working with clients to seamlessly facilitate the management of their accounts, whether that means coordinating gifting to charities and loved ones, collaborating with CPAs and tax advisors, or working through account changes to facilitate estate planning. Sharon is known by our clients for her deep understanding of their situations and proactive approach to making their financial lives easier. She is an integral member of the Private Client team and is dedicated to exceeding our clients’ expectations through a personalized client service experience.

Prior to joining Osterweis in 2000, Ms. Sintchak worked as a portfolio accountant for Standard Pacific, a San Francisco-based hedge fund and as a portfolio operations manager for Hahn Capital. Prior to that, she was an associate portfolio accounting manager at Certus Asset Advisors.

She is a principal of the firm and oversees all aspects of Private Client service.

Ms. Sintchak graduated from California State University, Hayward (B.S. in Business Administration).

As a Senior Private Client Operations Associate, Gigi Shum handles the operational aspects of client accounts, including account onboarding and reconciliation. She leverages her extensive knowledge and analytical approach to create a seamless and efficient experience for our clients.

Prior to joining Osterweis in 2016, Ms. Shum worked as an operations assistant manager at HighMark Capital Management. Before that, she was relationship manager for Union Bank and also worked at First Republic Bank as a portfolio associate.

She is a member of our Private Client and Operations teams.

Ms. Shum graduated from University of California, Davis (B.S. in Mathematics).

As a Private Client Service Associate, Brant Martin applies his banking background to help facilitate financial transactions for our clients and provide the highest level of client service.

Prior to joining Osterweis in 2019, Mr. Martin worked as a Senior Client Service Associate and then a Preferred Banker at First Republic Bank. Before that, he worked as an Assistant Site Director at Boys and Girls Club and a Program Manager at Best Buddies International.

He is a member of our Private Client team.

Mr. Martin graduated from University of California, Santa Barbara (B.A. in Philosophy, Ethics and Public Policy).

As a Private Client Service Associate, Nick Rivelli leverages his depth of wealth management experience focused on researching, servicing, and responding to client needs in a timely and efficient manner. He works closely with our clients to help facilitate financial transactions and provide a high level of client service.

Prior to joining Osterweis in 2023, Mr. Rivelli worked as a Senior Client Associate at RBC Capital Markets. Prior to that, he was a Senior Client Service Associate at First Republic within Private Wealth Management and has been assisting clients for over nine years.

He is a member of our Private Client team.

Mr. Rivelli graduated from San Jose State University (B.S. in Journalism).

As the Private Client Coordinator, Caroline Allen oversees a range of administrative responsibilities while cultivating client relationships. Her commitment to client satisfaction helps ensure our clients have an exceptional experience.

Prior to joining Osterweis in 2023, Ms. Allen worked as a Client Service Coordinator at Jackson & Pan, a financial advisory practice of Ameriprise Financial Services, where she supported their client relationships.

She is a member of our Private Client team.

Ms. Allen graduated from San Francisco State University (B.S. in Business Management).

Prior to joining Osterweis Capital Management in 2008, Michelle 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.

She is a principal of the firm and is responsible for overseeing communications and marketing.

Ms. Swager graduated from the University of California, Davis (B.S. in Managerial Economics).