Team

As the Chief Compliance Officer, John Tavernetti supervises all regulatory and legal compliance issues with respect to the firm and its employees. He is a partner at the firm. His work supports robust operational controls and a strong code of ethics, which keep our clients’ interests at the forefront.

John joined Osterweis as Chief Compliance Officer in 2005. Prior to that, he was Vice President and Senior Compliance Officer at RCM Capital Management, LLC, a member of Allianz Global Investors, for a period of five years. From 1996 to 1999 he worked for Montgomery Asset Management, LLC, in San Francisco, first as a mutual fund Marketing Specialist and then as a Compliance Officer.

John is a member of the Bay Area Chief Compliance Officers (BACCO) group, where he meets with local CCOs to discuss securities regulation and exchange practical advice on compliance topics.

He graduated from the University of California, Santa Barbara with a B.A. in Political Science. Outside of work, John enjoys history books, podcasts, and mountain biking on Mount Tamalpais in Marin.

Bill Ginchereau is a partner at Osterweis and oversees the Information Technology group. In an ever-evolving technological environment, he enjoys continually improving our technology to better serve our clients and support our team members.

Prior to joining Osterweis in 1998, Bill was the Assistant Vice President for Information Technology at the Oppenheimer Funds. Before that, he served as the Assistant Vice President for Information Technology at the Rochester Funds, where he provided technology solutions through the firm’s rapid growth until it joined the portfolio of the Oppenheimer Funds in 1995.

Bill attended the Rochester Institute of Technology, where he studied physics and computer science. Outside of work, Bill enjoys trying local restaurants and the local music scene.

Kim Tagle, a partner at Osterweis, oversees the firm’s Corporate Accounting department. She is passionate about providing data analysis to help senior leadership better prepare for critical decisions.

Prior to joining Osterweis Capital Management in 2022, she was the Director of Finance & Corporate Development at SKBA Capital Management for seven years. It was in this role that she developed a foundation in wealth management. Previously, Kim was Regional Managing Partner at national professional service firms Tatum and Resources Global Professionals (RGP). Other past roles include Finance Manager at The Clorox Company and as a Senior Auditor at Deloitte.

Kim graduated from the University of Southern California with a B.S. in Accounting and is a licensed CPA. Locally, she is an AICPA member and former board member of the Financial Women’s Association of San Francisco. She is passionate about fostering the education of young women interested in the financial services industry. Outside of work, she enjoys travelling and training her golden retriever rescue to become a therapy dog.

Megan Stermer, a partner at Osterweis, oversees Human Resources, Facilities, and Administration. She ensures we hire team members who take a client-first approach and works to create an environment that allows the Osterweis team to perform at its best so we can continue to deliver excellence to our clients.

Prior to joining Osterweis in 2005, Megan worked as a Human Resources Specialist at A.T. Kearney (a management consulting firm) in both their New York and San Francisco offices.

Megan graduated from San Francisco State University with a B.A. in Theatre Arts. She attended John Jay College of Criminal Justice in New York City, working on a degree in Forensic Psychology before deciding to return to San Francisco. She holds the PHR-CA® certification from the Human Resources Certification Institute, the SHRM-CP, and the Certified Plan Sponsor Professional™ (CPSP) credential from the Plan Sponsor Council of America. Outside of work, she enjoys playing pickleball, Mahjong, and the ukulele, as well as attending theater, traveling, jewelry making, crafting, reading, baking, and spending time with her family and friends.

Dorothy Militar is a partner at Osterweis and oversees the firm’s day-to-day operational activities, ensuring seamless execution of processes that support portfolio management, client servicing, compliance, and regulatory requirements. She is passionate about this work, as it requires a high level of precision and offers an environment well suited to continual innovation and process improvement.

Prior to joining Osterweis in 2014, Dorothy was an Executive Director at J.P. Morgan. Before that, she held several positions over a 24-year period at AXA Rosenberg, LLC, most recently Director of Global Operations.

Dorothy graduated from the University of California Berkeley with a B.A. in French Literature. She is currently a member of the Board of Directors for the International House at U.C. Berkeley. Outside of work, she plays competitive racquetball, participates in book clubs, and is an avid photographer.

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.

Leo Balambao, a partner at Osterweis, is responsible for overseeing and maintaining the firm’s portfolio accounting system. His role ensures our clients receive up-to-date accurate data and he loves researching solutions to make this process run smoothly.

Prior to joining Osterweis in 1999, Leo was a Fund Accountant at Coast Asset Management, a fixed income hedge fund manager. Before that, he worked at Cantor Fitzgerald as an Institutional Stock Brokerage Clerk.

Leo graduated from the University of California, Los Angeles with a B.A. in Sociology. Outside of his professional life, he enjoys singing in the GAPA Men’s Chorus, sampling the diverse cuisines the Bay Area has to offer, and attending the Philharmonia Baroque Orchestra and American Bach Soloists concerts.

Erik Welke, a partner at Osterweis, is responsible for managing the firm’s trading system as well as corporate actions processes and assists with portfolio analysis. He enjoys working with financial data, problem-solving, and improving workflows.

Prior to joining Osterweis Capital Management in 2007, Erik served as an Investment Operations Analyst at MyVest Corporation. Before that, he was the Senior Corporate Actions Analyst at Dresdner RCM Global Investors. Earlier in his career, Erik held positions as a Mutual Fund Accountant at Wells Fargo and as a Portfolio Administrator at Insight Capital Research and Management.

Erik graduated from the University of California, San Diego with a B.A. in Political Science and holds a graduate certificate in Financial Planning from Golden Gate University. Outside of his professional life, Erik enjoys playing guitar, mountain biking in the hills of Marin County, surfing, and playing pickleball.