Regional Investment Consultant
Daniel Shore graduated from Williams College at Williamstown, MA (B.A. in History).
Prior to joining Osterweis Capital Management in 2014, Mr. Shore was a Vice President at Cohen & Steers Capital Management where he supported advisors and bank trust departments in the Midwest. Previously, he was a Senior Vice President at Cole Real Estate Investments and American Funds Distributors. Earlier in his career, he worked at Putnam Investments in a marketing capacity, helping to grow their southwest sales territory.
Mr. Shore is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office and bank trust clients.