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Christopher Zand

Christopher Zand

Partner and Director of Private Client at Osterweis Capital Management Inc.

San Francisco, CA , United States

About

Christopher Zand is Partner and Director of Private Client at Osterweis Capital Management in San Francisco, responsible for overseeing the firm’s wealth and investment management services for high net worth and ultra-high net worth individuals and families. He leads the Private Client business, guiding clients through strategic planning, asset allocation, financial planning, and tax strategies, with a primary focus on achieving financial independence, maximizing tax benefits, and building lasting legacies. Zand covers a broad range of asset classes for private clients, including equities, fixed income, and alternative investments, leveraging his experience in capital markets and investment policy as a member of the firm’s Investment Policy Committee.

Prior to joining Osterweis in 2018, Zand served as Vice President and Principal at Brouwer & Janachowski LLC, where he led multiple investment teams providing planning and management to individuals, families, foundations, and endowments, and helped shape firm-wide investment strategy on the Investment Committee. Earlier, he was Vice President and Wealth Advisor at Bernstein Global Wealth Management, focusing on customized solutions for high net worth families and charitable organizations.

Zand holds a J.D. from Santa Clara University School of Law, a B.A. in Political Science from the University of California, Berkeley, and has studied at Magdalen College, Oxford University. He is a CERTIFIED FINANCIAL PLANNER™ and member of the California State Bar. As an industry contributor and board member, he brings expertise in law, finance, and governance, currently serving on the Finance Committee for Legal Services for Children and previously on the board of the International House at UC Berkeley.

Career History

OrganizationRoleDate RangeDetails
Osterweis Capital ManagementPartner and Director of Private ClientJun 2018 to Present
Osterweis Capital Management is an investment management firm based in San Francisco. As the Director of Private Client, I apply my passion for deeply engaging with clients to identify their financia...
Brouwer & Janachowski LLC (merged with Cerity Partners)Partner, Wealth AdvisorJan 2013 to Jan 2018
Brouwer & Janachowski (now Cerity Partners) is a financial advisory firm located in Mill Valley, California.
Bernstein Global Wealth ManagementVice President, Wealth AdvisorJan 2010 to Jan 2013
Bernstein Global Wealth Management is the private client investment arm of AllianceBernstein, providing wealth planning and investment management services.
Sedgwick LLPAttorney - Commercial PracticesJan 2007 to Jan 2010
An international litigation and business law firm providing counseling, risk management, and transactional legal services to corporate clients.
Intel CorporationAttorney and Business Analyst - Patents and LicensingJan 2004 to Jan 2006
Intel Corporation is an American technology company and semiconductor chip maker based in Santa Clara, California.
LazardMergers and AcquisitionsJan 2002 to Aug 2002
Lazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services.

Education

Santa Clara University School of Law

Doctor of Law (J.D.)

University of California, Berkeley

Bachelor's degree, Political Science

Skills & Expertise

Alternative Investments
Securities
Estate Planning
Due Diligence
Investment Management
Legal Assistance
Start Ups
Corporate Law
Mergers and Acquisitions
Joint Ventures
Private Equity
Intellectual Property
Investments
Risk Management
Legal Research
Entrepreneurship
Business Analysis
Mergers
Corporate Development
Contract Negotiation
Strategic Planning
IPO
M&A experience
Venture Capital
Strategy
Investment Strategies
Legal Writing
Sales
Project Planning
Capital Markets
Commercial Litigation
Corporate Governance
Microsoft Excel
Trademarks
Privacy Law
Finance
Corporate Finance
Hedge Funds
Portfolio Management
Licensing
Strategic Partnerships
Leadership
Board of Directors
Fundraising
Dispute Resolution

Others at Osterweis Capital Management Inc. (18)

NameRoleLocation
A
Andrew Chang
AnalystSan Francisco, CA , United States
Bradley K
Bradley K
Portfolio ManagerOrinda, CA , United States
B
Bradley Kane
Assistant Portfolio ManagerSan Francisco, CA , United States
Bryan Wong
Bryan Wong
Partner and Portfolio ManagerCA , United States
Daniel Oh
Daniel Oh
Portfolio ManagerNew York, NY , United States
G
Greg Hermanski
Portfolio ManagerCA , United States
J
Jamie Wolf
Investment Research Analyst, Osterweis OpportunityLos Angeles, CA , 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
Showing 1-10 of 18 team members

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