OSBORNE PARTNERS CAPITAL MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 108100). Regulatory assets under management: $2.7B.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Norman Dino Villarina | PARTNER OF OPCM HOLDINGS, LLC | New York, NY |
| Christy Jean Fabian | CHIEF COMPLIANCE OFFICER | — |
| Douglas Stephen Wertheimer | PARTNER OF OPCM HOLDINGS, LLC | — |
| Justin Wellington Mcnichols | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | — |
| Charles Joseph Else | PRINCIPAL | — |
| Sonia J Von Berg | CHIEF OPERATING OFFICER/PRINCIPAL | — |
| Jay Michael Skaalen | ANALYST/PRINCIPAL | — |
| Daniel Manes Haut | WEALTH COUNSELOR/PRINCIPAL | — |
| Alicia Wan-Ling Cheng | CHIEF COMPLIANCE OFFICER/PRINCIPAL | — |
| LEMON SHANNON STACY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| MCDADE III HERBERT H | CAPITAL INVESTOR | — |
| VILLARINA NORMAN DINO | EXECUTIVE COMMITTEE OFFICER; EXECUTIVE COMMITTE OFFICER; GENERAL PARTNER (+1 more) | — |
| WERTHEIMER DOUGLAS STEPHEN | GENERAL PARTNER; PARTNER | — |
| OSBORNE CHARLES DEVENS | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD/PRINCIPAL; CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER (+1 more) | — |
| GILLOOLY ROBERT CHRISTOPHER | PORTFOLIO MANAGER/PARTNER | — |
| MCNICHOLS JUSTIN WELLINGTON | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER; CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL; PORTFOLIO MANAGER/PARTNER | — |
| HEDLUND ROBERT GUSTAF | EXECUTIVE COMMITTEE OFFICER; EXECUTIVE COMMITTEE OFFICER/CAPITAL INVESTOR; PARTNER | — |
| KENEALY DEGLIN FRANCIS | BOARD MEMBER/ADVISOR; CHIEF EXECUTIVE OFFICER; HEAD OF GLOBAL DEVELOPMENT | — |
| SEYMOUR TIMOTHY JOSEPH | CAPITAL INVESTOR | — |
| CHENG ALICIA WAN-LING | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRINCIPAL | — |
| KIRK JOHN ALEXANDER | CAPITAL INVESTOR | — |
| ELSE CHARLES JOSEPH | PRINCIPAL | — |
| Von Berg Sonia J | CHIEF OPERATING OFFICER/PRINCIPAL; CHIEF OPERATIONS OFFICER/PRINCIPAL | — |
| SKAALEN JAY MICHAEL | ANALYST/PRINCIPAL | — |
| BALLENTINE JAMES MACALLAN | CAPITAL INVESTOR | — |