Team

Shawn Eubanks is a partner at the firm and is responsible for managing the firm’s business development efforts across all intermediary and institutional channels. He is actively involved in the development of long-term relationships with financial advisors, family offices, broker/dealers, and other institutional investors. He enjoys developing long-term relationships with clients and seeing where we may be able to provide valuable resources.

Prior to joining Osterweis in 2005, Shawn was Vice President of Institutional Services at Fremont Investment Advisors. Previously, he worked in marketing capacities for Houlihan Lokey Howard & Zukin and The Blaine Group, Inc. in Los Angeles.

Shawn is an active supporter of the financial planning profession. He has served on planning committees for various industry conferences including the Financial Planning Association (FPA) NorCal Conference, the NAPFA West Regional Conference, and the FPA National Conference.

Shawn graduated from Southern Illinois University at Carbondale, IL with a B.A. in Communications/Journalism and studied Organizational Communication and Public Relations as a graduate student at Southern Illinois University. Outside of work, he enjoys golfing and traveling.

Mark Schug is a partner at the firm and is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office, and bank trust clients in the Northeast. He appreciates being able to bring the insights of our investment teams to clients and working collaboratively to identify solutions to investment challenges.

Prior to joining Osterweis in 2018, Mark Schug was a Regional Director and Vice President at Franklin Templeton Investments, where he was responsible for the RIA territory in the Northeast. Previously, he held several roles at Natixis Global Asset Management covering RIAs, family offices, and DCIO. Earlier in his career, he worked at Putnam Investments in multiple roles, including relationship management and business development.

Mark graduated from University of Massachusetts at Amherst with a B.A. in Philosophy and Legal Studies. Outside of work, he enjoys playing the guitar, golfing, skiing, and spending time with his family.

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.

Sean Ryan is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office, and bank trust clients in the Midwest. He enjoys helping advisors stay informed on the markets as well as how our offerings could add value to client portfolios.

Prior to joining Osterweis Capital Management in 2020, Sean was a Managing Director of Business Development at Centerstone Investors, where he was responsible for the intermediary territory in the Upper Midwest. Previously, he was a Director of Institutional Business Development at Diamond Hill Capital Management. Earlier in his career, he worked at William Blair & Company and Dealersource.com in regional director and account manager roles.

Sean graduated from Loyola University with a B.A. in Business Administration. Outside of work, he enjoys playing and watching tennis.

Tyler Voss is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office, and bank trust clients in the Southeast. He enjoys providing product expertise and finding tailored investment solutions for our clients.

Prior to joining Osterweis in 2023, Tyler was a Regional Vice President, Capital Markets at Bonaventure Capital, where he was responsible for the Southeast territory. Before that, he served as the Head of Distribution & Chief Revenue Officer at Amicus.io. Earlier in his career, he spent twelve years as Managing Director & Advisor Consultant at Nuveen.

Tyler is a member of the Financial Planning Association.

He graduated from Huntington University with a B.S. in Economics. Outside of work, Tyler enjoys spending time with his family, boating, fishing, and attending his kids’ sporting events.

Kara Formanek is a Business Development Specialist at Osterweis. In this role she manages and responds to RFPs, DDQs, RFIs, and other requests received from intermediary and institutional clients and prospects. She enjoys collaborating with others at Osterweis to ensure our clients have access to the information they need to understand our investment strategies.

Prior to joining the Osterweis Business Development team in 2020, Kara was a Marketing Communications Associate at the firm, beginning in 2013. Before joining Osterweis, she worked as a 401(k) Communication Strategist at BlackRock. Previously, Kara worked in two roles at Capital Guardian, as a Marketing Communications Coordinator and a Senior Presentation Development Associate.

Kara graduated from the University of Washington with a B.A. in English. Outside of work, she enjoys coaching her kids’ basketball, softball, and baseball teams.

As a Business Development Specialist for Osterweis, Melinda Storrs manages our database and ensures our clients’ data is up to date so we communicate seamlessly with clients and advisors. She enjoys thinking of ways to better use the information we have to improve our client experience.

Prior to joining Osterweis in 2023, Melinda was a Portfolio Analyst and Administrator at DHR Investment Counsel and before that served as Manager of Investment Advisory Services at MyCFO in Los Angeles. Previously, she worked as a Senior Portfolio Administrator at Schroder & Co. and as a Mortgage Servicing Analyst at SunAmerica. Melinda is a Certified Salesforce Administrator.

Melinda graduated from Duke University with a B.A. in Political Science and Markets and Management Studies Certificate. Outside of work, she enjoys spending time at the beach with her family.

Chris Zand joined Osterweis in 2018 to lead the firm’s wealth management and investment management services for high net worth and ultra-high net worth individuals and families. As the head of Private Client, Chris applies his passion for deeply engaging with clients to help them meet their long-term goals through their investments and strategic planning. He brings invaluable perspectives to wealth management discussions based on his experience with capital markets, asset allocation, financial planning, law, and taxes. Recognizing how complex life can be, he has a reputation with clients for having direct, open conversations to overcome that complexity and creating prudent investment plans that focus on financial independence, maximizing tax benefits, and creating legacies.

Prior to joining Osterweis, Chris was Vice President and Principal at Brouwer & Janachowski, LLC, where he led several investment teams specializing in providing investment planning and management services to individuals, families, foundations, and endowments. He also helped formulate the firm’s investment strategy as a member of the Investment Committee. Before that, he was a Vice President with Bernstein Global Wealth Management and led a private client investment management team, providing financial and strategic planning advice to high net worth families and foundations.

Chris is a partner at the firm and is responsible for overseeing Osterweis Capital Management’s Private Client business. He is also a member of the firm’s Investment Policy Committee.

He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the California State Bar. Mr. Zand is also currently a member of the Board of Directors of Legal Services for Children, where he serves on the Finance Committee. He previously served as a member of the International House at U.C. Berkeley Board of Directors.

Chris graduated from University of California, Berkeley with a B.A. in Political Science and from Santa Clara University School of Law with a J.D. While in law school, he studied at the esteemed Magdalen College at Oxford University. Outside of work, Chris enjoys spending time with his family and two young daughters.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

As the Director of Private Client Service, 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, Sharon 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.

She is a partner at the firm and oversees all aspects of Private Client service.

Sharon graduated from California State University, Hayward with a B.S. in Business Administration. Outside of work, Sharon enjoys playing tennis and spending time with family.

As a Private Client Advisor at Osterweis, Natalie Belyea leverages her experience helping high net worth individuals and families align their investment strategies with their goals and objectives. She recognizes the uniqueness of each individual relationship and enjoys the partnership developed with clients. She uses her deep financial planning background to frame strategic conversations and financial analyses around subjects including retirement planning and cash flow management. As part of this process, Natalie enjoys synthesizing information to simplify our clients’ evolving financial lives.

Prior to joining Osterweis in 2024, she was an Advisor at Parkside Advisors, an RIA based in Berkeley, where she provided investment and financial planning advice to clients. Before that she was a Wealth Planning Associate at Tarbox Family Office, a multifamily office based in Newport Beach. In these roles, she learned to anticipate the needs of others and visually adapt storylines to best explain topics for clients.

Natalie graduated cum laude from Tulane University with a B.S.M. in Finance and Marketing. She currently serves as the President of the Tulane Alumni Association’s San Francisco chapter, where she enjoys connecting over a shared love of New Orleans food, music, and culture. In Natalie’s free time, she enjoys hiking with her golden retriever, traveling, live music, and hosting dinner parties.

As a Senior Private Client Service Associate, Brant Martin applies his banking background to help facilitate financial transactions for our clients and provide the highest level of client service. He enjoys building relationships with our clients and ensuring high quality reporting.

Prior to joining Osterweis in 2019, Brant worked as a Senior Client Service Associate and then a Preferred Banker at First Republic Bank. Before that, he worked as an Assistant Site Director at Boys and Girls Club and a Program Manager at Best Buddies International.

Brant graduated from University of California, Santa Barbara with a B.A. in Philosophy, Ethics, and Public Policy. Outside of work, he enjoys spending time with his dog, golfing with friends, and riding his bicycle.

Caroline Allen serves as the Private Client Coordinator. In her role she oversees a range of administrative responsibilities while cultivating strong client relationships. Her dedication to client satisfaction ensures that each client has an exceptional experience, tailored to their needs.

Prior to joining Osterweis in 2023, Caroline worked as a Client Service Coordinator at a local financial advisory practice of Ameriprise Financial Services, where she supported client relationships and honed her skills in client service. Caroline is passionate about her work because she thrives on interacting with people, resolving issues, and being an integral part of a collaborative team.

Caroline graduated from San Francisco State University with a B.S. in Business Management. Outside of her professional life, she enjoys exploring San Francisco, trying new restaurants, visiting museums, and playing video games.

Michelle Swager, a partner at Osterweis, oversees our communications and marketing efforts, ensuring that clients are consistently informed about the firm’s investment strategies and market insights.

She joined Osterweis Capital Management in 2008, bringing a wealth of expertise in financial services marketing. Prior to her tenure at Osterweis, Michelle served as an independent financial services marketing consultant. Her career also included roles as Vice President of Marketing at Managers Investment Group, an investment firm offering a wide range of mutual funds and separately managed accounts, and as Vice President, Marketing at Fremont Investment Advisors.

Michelle graduated from the University of California, Davis, with a B.S. in Managerial Economics. Outside of work, she enjoys baking, exploring the outdoors, and spending quality time with her family.