John Tavernetti

Chief Compliance Officer

John Tavernetti

John Tavernetti

Chief Compliance Officer

John Tavernetti joined Osterweis Capital Management as Chief Compliance Officer in 2005. Prior to that, he was Vice President and Senior Compliance Officer at RCM Capital Management, LLC, a member of Allianz Global Investors, for a period of five years. From 1996 to 1999 he worked for Montgomery Asset Management, LLC, in San Francisco, first as a mutual fund Marketing Specialist and then as a Compliance Officer.

As the Chief Compliance Officer, Mr. Tavernetti supervises all regulatory and legal compliance issues with respect to the firm and its employees. Mr. Tavernetti is a principal of the firm.

Mr. Tavernetti graduated from the University of California, Santa Barbara (B.A. in Political Science).

Bill Ginchereau

Vice President & Director of Information Technology

Bill Ginchereau

Bill Ginchereau

Vice President & Director of Information Technology

Prior to joining Osterweis in 1998, Bill Ginchereau was the Assistant Vice President for Information Technology at the Oppenheimer Funds. Before that, Mr. Ginchereau served as the Assistant Vice President for Information Technology at the Rochester Funds, where he provided technology solutions through the firm’s rapid growth until it joined the portfolio of the Oppenheimer Funds in 1995.

Mr. Ginchereau is a principal of the firm and oversees the Information Technology group.

Mr. Ginchereau attended the Rochester Institute of Technology, where he studied physics and computer science.

Kim Tagle, CPA

Director of Finance & Controller

Kim Tagle, CPA

Kim Tagle, CPA

Director of Finance & Controller

Prior to joining Osterweis Capital Management in 2022, Kim Tagle was the Director of Finance & Corporate Development at SKBA Capital Management for seven years. Previously, Ms. Tagle was Regional Managing Partner at national professional service firms Tatum for three years and Resources Global Professionals (RGP) for fourteen years. Other past roles include Finance Manager at The Clorox Company and as a Senior Auditor at Deloitte.

Ms. Tagle is responsible for the firm’s corporate accounting department.

Ms. Tagle graduated from the University of Southern California (B.S. in Accounting) and is a licensed CPA.

Megan Stermer

Vice President & Director of Human Resources & Administration

Megan Stermer

Megan Stermer

Vice President & Director of Human Resources & Administration

Prior to joining Osterweis in 2005, Megan Stermer worked as a Human Resources Specialist at A.T. Kearney (a management consulting firm) in both their New York and San Francisco offices from 1996 to 2005.

Ms. Stermer is a principal of the firm and oversees Human Resources, Facilities and Administration.

Ms. Stermer graduated from San Francisco State University (B.A. in Theatre Arts). She attended John Jay College of Criminal Justice in New York City, working on a degree in Forensic Psychology before deciding to return to San Francisco in late 1998. Ms. Stermer holds the PHR-CA® certification from the Human Resources Certification Institute, the SHRM-CP, and the Certified Plan Sponsor Professional™ (CPSP) credential from the Plan Sponsor Council of America.

Dorothy Militar

Vice President & Director of Operations

Dorothy Militar

Dorothy Militar

Vice President & Director of Operations

Prior to joining Osterweis in 2014, Dorothy Militar was an Executive Director at J.P. Morgan. Before that, she held several positions over a 24-year period at AXA Rosenberg, LLC, most recently Director of Global Operations.

Ms. Militar is a principal of the firm and oversees its operations.

Ms. Militar graduated from the University of California, Berkeley (B.A. in French Literature).

Mary Chang, CFA

Vice President & Director of Performance and Analytics

Mary Chang, CFA

Mary Chang, CFA

Vice President & Director of Performance and Analytics

Prior to joining Osterweis in 2010, Mary Chang was an associate client service director for Cardinal Capital Management, LLC, a Connecticut-based investment firm. Prior to that, she was a consultant for PwC Management Consulting Services in New York.

Ms. Chang is a principal of the firm and oversees the Performance and Analytics team.

Ms. Chang graduated from Cornell University (B.S. in Applied Economics) and the Massachusetts Institute of Technology (Masters of Engineering). Ms. Chang holds the CFA and CIPM designations and is a member of the CFA Society of San Francisco.

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