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Christopher Zand
Partner and Director of Private Client at Osterweis Capital Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Partner and Director of Private Client | Jun 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 Advisor | Jan 2013 to Jan 2018 | Brouwer & Janachowski (now Cerity Partners) is a financial advisory firm located in Mill Valley, California. |
| Bernstein Global Wealth Management | Vice President, Wealth Advisor | Jan 2010 to Jan 2013 | Bernstein Global Wealth Management is the private client investment arm of AllianceBernstein, providing wealth planning and investment management services. |
| Sedgwick LLP | Attorney - Commercial Practices | Jan 2007 to Jan 2010 | An international litigation and business law firm providing counseling, risk management, and transactional legal services to corporate clients. |
| Intel Corporation | Attorney and Business Analyst - Patents and Licensing | Jan 2004 to Jan 2006 | Intel Corporation is an American technology company and semiconductor chip maker based in Santa Clara, California. |
| Lazard | Mergers and Acquisitions | Jan 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
Others at Osterweis Capital Management Inc. (18)
| Name | Role | Location |
|---|---|---|
A Andrew Chang | Analyst | San Francisco, CA , United States |
| Portfolio Manager | Orinda, CA , United States | |
B Bradley Kane | Assistant Portfolio Manager | San Francisco, CA , United States |
| Partner and Portfolio Manager | CA , United States | |
| Portfolio Manager | New York, NY , United States | |
G Greg Hermanski | Portfolio Manager | CA , United States |
J Jamie Wolf | Investment Research Analyst, Osterweis Opportunity | Los Angeles, CA , United States |
J Jasmine Shen | Senior Research Analyst | CA , United States |
| Portfolio Manager of the Osterweis Total Return Fund (OSTRX) | Burlingame, CA , United States | |
| Vice President and Director of Performance and Analytics | San Francisco, CA , United States |
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