Mark Schug

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.