Barbara Green

Barbara Green is a Private Client Services Assistant and Executive Assistant to the Vice President and Director of the Private Client Group at Osterweis Capital Management Inc., where she supports high-net-worth client service operations and executive leadership in the firm’s private client investment division. Her role involves managing communications, documentation, and workflow processes that facilitate personalized wealth management and investment solutions for private clients.

Barbara focuses on the private client segment within the asset management industry, primarily working with portfolios composed of equities, fixed income, and multi-asset class strategies tailored to individual investor needs. Her responsibility centers on ensuring a seamless client experience and aiding the leadership team in delivering customized investment services, with a special emphasis on operational excellence in private wealth management.

Prior to joining Osterweis, Barbara served as Executive Assistant to the Senior Vice President and Administrative Manager at KHP Capital Partners, and previously held a managerial role in the Development and Construction Department at Kimpton Hotels & Restaurants. While her formal education details are not publicly available, she has developed deep expertise in executive support, client services, and operations within diverse sectors including hospitality, private equity, and asset management.