Mary Chang

Mary Chang is Vice President and Director of Performance and Analytics at Osterweis Capital Management in San Francisco, California. In this role, she leads the Performance and Analytics team, delivering detailed analyses and oversight of the firm's investment portfolios and performance measurement processes. Her primary responsibilities include managing performance attribution, client reporting, and supporting portfolio optimization efforts across the firm.

Her focus areas span multiple asset classes, with an emphasis on data-driven insights into portfolio management, rather than direct sector-specific investment management. Mary’s expertise is in portfolio analytics and performance reporting, ensuring accuracy and transparency in the evaluation of all investment strategies at Osterweis.

Prior to joining Osterweis in 2010, Mary served as Associate Client Service Director at Cardinal Capital Management, LLC, and was a Consultant at PwC Management Consulting Services in New York. She holds a B.S. in Applied Economics from Cornell University and a Master of Engineering from the Massachusetts Institute of Technology. Mary is a CFA and CIPM charterholder and is a member of the CFA Society of San Francisco.