Advisors & Institutions

Shawn M. Eubanks

Vice President & Director of Business Development

Shawn M. Eubanks

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.

Amy Jeang

Institutional Services Consultant

Amy Jeang

Amy Jeang

Institutional Services Consultant

Amy Jeang graduated from the University of California, Los Angeles (B.A. in Economics). Ms. Jeang holds the Chartered Financial Analyst designation.

Prior to joining Osterweis Capital Management in 2019, Ms. 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 CFA Society and a Committee Member of the San Francisco CFA Mentorship Program.

Ms. Jeang is responsible for overseeing Osterweis Capital Management’s RFP processes and due diligence methods, as well as supporting the firm’s varied business development efforts.

Mark R. Schug

Regional Investment Consultant

Mark R. Schug

Mark R. Schug

Regional Investment Consultant

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

Prior to joining Osterweis Capital Management in 2018, Mr. 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.

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

Sean P. Ryan

Regional Investment Consultant

Sean P. Ryan

Sean P. Ryan

Regional Investment Consultant

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

Prior to joining Osterweis Capital Management in 2020, Mr. Ryan was a Managing Director of Business Development at Centerstone Investors, where he was responsible for the intermediary territory in 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.

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

Private Clients

Christopher K. Zand, J.D., CFP®

Vice President & Director of Private Client Group

Christopher K. Zand, J.D., CFP<sup>®</sup>

Christopher K. Zand, J.D., CFP®

Vice President & Director of Private Client Group

As the Director of our Private Client Group, Chris Zand applies his passion for deeply engaging with clients to identify their financial priorities and establish a framework to meet their long-term goals. He brings invaluable perspectives 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 holds the CERTIFIED FINANCIAL PLANNERTM 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. Chris 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.

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.

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.

Sharon E. Sintchak

Vice President & Director of Private Client Services

Sharon E. Sintchak

Sharon E. Sintchak

Vice President & Director of Private Client Services

As the Director of Private Client Services, 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.

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

Ms. Sintchak is a principal of the firm and oversees all aspects of Private Client services.

Gigi K. Shum

Senior Private Client Services Associate

Gigi K. Shum

Gigi K. Shum

Senior Private Client Services Associate

As a Senior Private Client Service 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.

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

Ms. Shum is a member of our Private Client and Operations teams.

Brant S. Martin

Private Client Services Associate

Brant S. Martin

Brant S. Martin

Private Client Services Associate

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.

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

Mr. Martin is a member of our Private Client team.

Marketing

Michelle A. Swager

Vice President & Director of Communications & Marketing

Michelle A. Swager

Michelle A. Swager

Vice President & 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 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 a principal of the firm and is responsible for overseeing communications and marketing.

References to other mutual funds should not be considered an offer of those securities.