Vice President & Director of Performance and Analytics

Mary Chang, a partner at Osterweis, oversees the Performance and Analytics team. She and her team love working with data and delivering insightful analyses on our portfolios and performance.

Prior to joining Osterweis in 2010, Mary was an Associate Client Service Director for Cardinal Capital Management, LLC, a Connecticut-based investment firm. Before that, she was a Consultant for PwC Management Consulting Services in New York.

Mary graduated from Cornell University with a B.S. in Applied Economics and the Massachusetts Institute of Technology with a Master of Engineering. She holds the CFA and CIPM designations and is a member of the CFA Society of San Francisco. Outside of work, Mary enjoys trekking through different neighborhoods of San Francisco, listening to podcasts, and reliving childhood through adventures with her kid.