Advisors & Institutions

Scott M. Lee

Vice President & Director of Institutional Relations

Scott M. Lee

Scott M. Lee

Vice President & Director of Institutional Relations

Scott Lee graduated from the University of California, Santa Cruz (B.S. in Economics). Mr. Lee holds the Chartered Financial Analyst designation.

Prior to joining Osterweis Capital Management in 2017, Mr. Lee most recently served as Managing Director for Franklin Templeton’s U.S. Institutional business. Prior to this position, he served as Senior Vice President, with responsibility for establishing and managing strategy for the U.S. Institutional sales, relationship management and consultant relations teams. As Senior Vice President within Franklin Templeton’s Retirement Division, Mr. Lee previously was charged with development and managing all aspects of strategy leading the institutional defined contribution investment only business.

Mr. Lee is a member of the Security Analysts of San Francisco (SASF) and the CFA Institute. He is a former board member of the San Mateo County Employees’ Retirement Association as well as an advisor on San Mateo County’s Investment Pool.

Mr. Lee is a principal of the firm and is responsible for overseeing Osterweis Capital Management’s Institutional business.

Shawn M. Eubanks

Vice President & Director of Business Development

Shawn M. Eubanks

Shawn M. Eubanks

Vice President & Director of Business Development

Shawn Eubanks graduated from Southern Illinois University at Carbondale, IL (B.A. in Communications/Journalism), and also studied Organizational Communication and Public Relations as a graduate student at Southern Illinois University.

Prior to joining Osterweis Capital Management in 2005, Mr. Eubanks 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.

Mr. Eubanks 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.

Mr. Eubanks is a principal of the firm and is responsible for managing the firm’s business development efforts. He is actively involved in the development of long-term relationships with financial advisors, family offices, consultants and other institutional investors.

Amy Jeang

Institutional Services Consultant

Amy Jeang

Amy Jeang

Institutional Services Consultant

Amy Jeang graduated from the University of California, Los Angeles (B.A. in Economics). Ms. Jeang holds the Chartered Financial Analyst designation.

Prior to joining Osterweis Capital Management in 2019, Ms. Jeang 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.

Ms. Jeang is a member of the CFA Society and a Committee Member of the San Francisco CFA Mentorship Program.

Ms. Jeang is responsible for overseeing Osterweis Capital Management’s RFP processes and due diligence methods, as well as supporting the firm’s varied business development efforts.

Mark R. Schug

Regional Investment Consultant

Mark R. Schug

Mark R. Schug

Regional Investment Consultant

Mark Schug graduated from University of Massachusetts at Amherst (B.A. in Philosophy and Legal Studies).

Prior to joining Osterweis Capital Management in 2018, Mr. 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.

Mr. Schug is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office and bank trust clients.

Sean P. Ryan

Regional Investment Consultant

Sean P. Ryan

Sean P. Ryan

Regional Investment Consultant

Sean Ryan graduated from Loyola University (B.A. in Business Administration).

Prior to joining Osterweis Capital Management in 2020, Mr. Ryan was a Managing Director of Business Development at Centerstone Investors, where he was responsible for the intermediary territory in 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.

Mr. Ryan is responsible for supporting the development of long-term relationships and the needs of financial advisor, family office and bank trust clients.

Maria Pirijanyan

Business Development Assistant

Maria Pirijanyan

Maria Pirijanyan

Business Development Assistant

Maria Pirijanyan attended California State University, Los Angeles.

Prior to joining Osterweis in 2010, Ms. Pirijanyan worked in support roles at both Imperial Capital, LLC and AIG Financial Advisors.

Ms. Pirijanyan is a member of our Business Development team.

Private Clients

Christopher K. Zand

Vice President & Director of Private Client Group

Christopher K. Zand

Christopher K. Zand

Vice President & Director of Private Client Group

Chris Zand graduated from University of California, Berkeley (B.A. in Political Science) and from Santa Clara University School of Law (J.D.).

Prior to joining Osterweis in 2018, Mr. Zand was Vice President and Principal at Brouwer & Janachowski, LLC, where he specialized in providing investment planning and management services to individuals, families, foundations and endowments, and helped formulate the firm’s investment strategy as a member of the Investment Committee. Prior to 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.

Mr. Zand is a member of the California State Bar. He is also currently a member of the Board of Directors for the International House at U.C. Berkeley and the Board of Directors for Legal Services for Children, where he also serves on the Finance Committee.

Mr. Zand is a principal of the firm and is principally responsible for developing and enhancing Osterweis’ private client offerings.

Sharon E. Sintchak

Vice President & Director of Private Client Services

Sharon E. Sintchak

Sharon E. Sintchak

Vice President & Director of Private Client Services

Sharon Sintchak graduated from California State University, Hayward (B.S. in Business Administration).

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 Standish Mellon.

Ms. Sintchak is a principal of the firm and oversees the Private Client Services group.

Gigi K. Shum

Senior Private Client Services Operations Associate

Gigi K. Shum

Gigi K. Shum

Senior Private Client Services Operations Associate

Gigi Shum graduated from University of California, Davis (B.S. in Mathematics).

Prior to joining Osterweis in 2016, Ms. Shum worked as an operations assistant manager at HighMark Capital Management. Before that, she was relationship manager for Union Bank and also worked at First Republic Bank as a portfolio associate.

Ms. Shum is a member of our Private Client Services and Client Operations teams.

Brant S. Martin

Private Client Services Associate

Brant S. Martin

Brant S. Martin

Private Client Services Associate

Brant Martin graduated from University of California, Santa Barbara (B.A. in Philosophy, Ethics and Public Policy).

Prior to joining Osterweis in 2019, Mr. Martin 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.

Mr. Martin is a member of our Private Client Services team.

Barbara J. Green

Private Client Services Assistant

Barbara J. Green

Barbara J. Green

Private Client Services Assistant

Barbara Green joined Osterweis in 2019. Prior to that, Ms. Green worked in both project administration and as an executive assistant at KHP Capital Partners (formerly a division of Kimpton Hotels and Restaurants). Before that, she was an assistant project manager at BBI Construction and also worked at Fairfield Development, LLP as a project administrative assistant.

Ms. Green is a member of our Private Client Services team.

Marketing

Michelle A. Swager

Vice President & Director of Communications & Marketing

Michelle A. Swager

Michelle A. Swager

Vice President & Director of Communications & Marketing

Michelle Swager graduated from the University of California, Davis (B.S. in Managerial Economics).

Prior to joining Osterweis Capital Management in 2008, Ms. Swager was an independent financial services marketing consultant. Before that she was a Vice President of Marketing at Managers Investment Group, an investment firm offering a wide range of mutual funds and separately managed accounts. Earlier in her career, she was a Vice President at Fremont Investment Advisors, a division of a multi-billion dollar family office and investment advisor to a no-load mutual fund family.

Ms. Swager is a principal of the firm and is responsible for overseeing communications and marketing.

References to other mutual funds should not be considered an offer of those securities.