Amy Jeang, CFA
Institutional Services Consultant
Amy Jeang is responsible for institutional business development and overseeing our RFP and due diligence efforts. She enjoys helping institutions reach their financial goals, such as a retirement plan’s ability to pay out income to its retirees or an endowment’s ability to cover its operating expenses to continue its operations at a university. Amy loves building strong, long-term relationships with clients and helping them find financial solutions.
Prior to joining Osterweis in 2019, Amy 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.
Amy is a member of the San Francisco CFA Society, which is what originally helped her build her interest in the financial services industry.
She graduated from the University of California, Los Angeles with a B.A. in Economics. Amy holds the CFA designation. Outside of work, she enjoys reading nonfiction and mystery novels as well as spending time with her family.
