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.
Ms. Sintchak is a principal of the firm and oversees all aspects of Private Client services.
Ms. Sintchak graduated from California State University, Hayward (B.S. in Business Administration).