Manager of Private Client Services
Lisa St.Claire graduated from Georgetown University, Washington, DC (B.S. in French). Ms. St.Claire holds the CERTIFIED FINANCIAL PLANNERTM designation.
Prior to joining Osterweis in 2016, Ms. St.Claire was Founder and Director of Arena Financial, a financial planning and asset management firm. Before that, she was a Partner and Advisor at North Berkeley Investment Partners in Berkeley and a Partner and Managing Director at The Humphreys Group in San Francisco.
Ms. St.Claire currently serves on the Board of Directors for St. Anthony Foundation and as lead mentor to a Rwandan scholar as part of SHE-CAN (Supporting Her Education Changes A Nation).
Ms. St.Claire is responsible for developing long-term relationships and serving the needs of our clients.