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.

Invest With Us

Learn More

Email Update

Back to Top