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Andrew Chang

Analyst at Osterweis Capital Management Inc.

San Francisco, CA , United States

About

Andrew Chang is an analyst at Osterweis Capital Management in San Francisco, CA, where he contributes to the firm’s core equity strategy. His responsibilities include analyzing public equity investments with a particular focus on sectors such as consumer, fintech, healthcare, and industries associated with environmental sustainability, including the electric vehicle (EV) sector. In this role, he applies rigorous investment analysis and ESG principles to identify underappreciated opportunities in companies poised for growth.

Prior to joining Osterweis in 2020, Andrew built experience across several investment platforms, serving as Senior Associate at Mill Road Capital and Associate at Darlington Partners, where he specialized in media and telecom. He began his investment career at Goldman Sachs Investment Partners, gaining expertise in both public and private equity markets. Andrew has also taken on board-level responsibilities, notably serving on the board of Project Open Hand, a nonprofit focused on nutrition for the critically ill and elderly.

Andrew earned his B.S. from Stanford University (Phi Beta Kappa, Tau Beta Pi) and holds an M.B.A. from The Wharton School at the University of Pennsylvania. With a background spanning diverse industries and asset classes, his expertise encompasses equity analysis, growth sector identification, and responsible investing. He is recognized for his analytical rigor and contributions to both the investment and local nonprofit communities.

Career History

OrganizationRoleDate RangeDetails
Osterweis Capital ManagementAnalystMar 2020 to Present
Mill Road CapitalSenior AssociateAug 2018 to Mar 2020
Darlington PartnersInvestment ProfessionalAug 2013 to Jun 2016
Goldman SachsInvestment AnalystJul 2011 to Jul 2013
Morgan StanleySummer AnalystJun 2010 to Aug 2010
Jasper Ridge PartnersPrivate Equity Summer InternApr 2009 to Aug 2009
Hanwa Co LTDBusiness InternJul 2008 to Aug 2008

Education

The Wharton School

Master of Business Administration

2016 2018

Stanford University

Bachelor of Science, Engineering, Management Science

2007 2011

Doshisha University

2010

Ladue Horton Watkins High School

2007

Others at Osterweis Capital Management Inc. (12)

NameRoleLocation
B
Bradley Kane
Assistant Portfolio ManagerSan Francisco, CA , United States
Daniel Oh
Daniel Oh
Portfolio ManagerNew York, NY , United States
G
Greg Hermanski
Portfolio ManagerCA , United States
J
Jasmine Shen
Senior Research AnalystCA , United States
John Sheehan
John Sheehan
Portfolio Manager of the Osterweis Total Return Fund (OSTRX)Burlingame, CA , United States
Mary Chang
Mary Chang
Vice President and Director of Performance and AnalyticsSan Francisco, CA , United States
M
Matthew Unger
Small Cap Growth AnalystUnited States
W
William Ginchereau
Vice President and Director of Information TechnologySan Francisco, CA , United States
D
Daniel
PMNew York, NY , United States
James O'Grady
James O'Grady
Senior Performance AnalystSan Francisco, CA , United States
Showing 1-10 of 12 team members