Jack is an Associate Investment Analyst at OPCM and has over 5 years of experience. He is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes. Prior to Osborne Partners, Jack was an Associate Director in the Derivative Products Group at PNC Bank. Jack’s responsibilities included structuring hedging strategies, including swaps, options, and other risk management products. Additionally he published economic and capital markets updates. Jack graduated from Carnegie Mellon University’s Tepper School of Business with a B.S. in Business Administration – Finance and International Business and a minor in Hispanic Studies. He is a CFA Charterholder.

Jason is an Investment Analyst at OPCM and has over 10 years of experience. He is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes. Prior to OPCM, he was an investment analyst at Raub Brock Capital Management. Jason’s responsibilities included researching and analyzing portfolio investments, along with monitoring portfolios. Jason is a member of CFA Society San Francisco and CFA Institute. Jason graduated from San Francisco State University with a B.A. in Economics, is a CFA Charterholder, and passed the Uniform CPA Examination.

Ben is an Investment Analyst with over 10 years of experience and is in his 7th year with OPCM. Ben is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes. Prior to OPCM, he was the Portfolio Strategist at The Connable Office, a multi-family office. As Portfolio Strategist, he analyzed investments in multiple asset classes and managed the analyst team. Ben is a member of CFA Society San Francisco and CFA Institute. Ben graduated summa cum laude from Lynchburg College with a B.A. in Economics and is a CFA Charterholder.

Jay is a Principal of the firm and Investment Analyst with over 10 years of experience and is in his 9th year at OPCM.  Jay is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes.  Prior to OPCM, he was a Portfolio Manager at Wells Fargo and a member of their National Equity Research Team.  He also worked in Corporate Finance and Investor Relations for Qualcomm Incorporated.  Jay is a member of CFA Society San Francisco and CFA Institute. Jay received a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University at San Luis Obispo and is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a CFA Charterholder.

Morgan is a Managing Director for OPCM and has over 40 years of experience. Previously, he was Chairman and a Managing Director of Woodside Asset Management in Menlo Park, CA. Mr. White’s career began with Bailard, Biehl & Kaiser, where he was Vice President and Senior Consultant. Morgan later formed The Portola Group where he was responsible for research in growth stocks, oil & gas programs and managed commodities. Morgan earned both his Bachelor and Master of Science degrees in electrical engineering from Stanford University and a M.B.A. with a specialization in finance and investments from the Stanford Graduate School of Business.

Mark is a Managing Director for OPCM, and has over 35 years of experience. Mark is a member of the OPCM Investment Management Team. Previously, he was with Northern Trust as a Senior Portfolio Manager. Prior to Northern Trust, Mr. Melanson was the President and Chief Investment Officer of Citicorp Trust, where he managed $2 billion in equity and balanced portfolios. Mark is a member of CFA Society San Francisco and CFA Institute. Mark received his B.S. degree in Economics from the University of the Pacific and a M.B.A. from the Claremont Graduate School. Additionally, he is a CFA Charterholder.

Tom is a Wealth Counselor for OPCM with over 15 years of experience in the financial services industry. Tom built his career working with complex clients at a regional wealth management firm and through management consulting roles at PricewaterhouseCoopers and Lattice Engines. He brings a broad skill set and passion for financial planning and investment management to our clients. Tom is an Enrolled Agent (EA), a tax professional who has passed a three-part IRS test covering all aspects of taxation.  The EA is the premier tax accreditation recognized by the IRS. Tom earned his BS in Business Administration, Summa Cum Laude from Saint Mary’s College. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Aaron is a Wealth Counselor for OPCM with over 20 years of experience in the financial services industry. Aaron was previously the Group Manager overseeing a team of financial planners at a regional wealth management firm. Additionally, he was a senior financial advisor working with a broad spectrum of clients managing everything from their financial plan to asset allocation to stock concentrations. He brings a true passion for financial planning and deep experience helping clients solve complex financial issues. Aaron earned his BS in Business Management, Finance at Salisbury University – Perdue School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Jocelynn Eaton is a Client Service Specialist with over 8 years of experience in the finance industry. Prior to joining OPCM, she was a Client Associate for Wells Fargo Advisors. She has many years of experience in client service, audit, and complex administrative functions. Jocelynn earned a B.S. in Small Business Management and Entrepreneurship from the University of Phoenix.

Joe is a Managing Director with more than 20 years of wealth management experience. His responsibilities include discovering new clients who are a great fit with our unique approach, philosophy, and over 80 year history. As a Certified Financial Planner™ (CFP®), he understands the importance of having an active financial plan, and enjoys working with clients to solve their wealth with a customized solution. His prior experience includes being the Chief of Business Development for a wealth management firm, and a Financial Consultant and Regional Sales Director for Charles Schwab for 12 years. Joe holds a B.A. from University of Colorado at Boulder.

Maria Camales is a Client Service Specialist with 10 years of experience in the finance industry. Prior to joining OPCM, she was the Operations Manager for an independent RIA in the Bay Area. She has deep experience in client service, account processes, and office management. Maria earned a B.S. in Business from Golden Gate University.

Karen is a Wealth Counselor at OPCM with over 20 years of experience in the financial services industry. She has a broad range of experience that includes working with clients on comprehensive financial planning, wealth management strategies, stock option strategies, tax planning, and insurance.  Over her two decades she has not only become a CERTIFIED FINANCIAL PLANNER™ practitioner (2006), but has accumulated ten additional professional qualifications.  Prior to joining OPCM, she was a Senior Financial Advisor at Merrill Lynch.

Daniel is a Wealth Counselor and Principal for OPCM with nearly 20 years of experience in the financial services industry. Prior to joining OPCM in 2013, he spent 10 years as a Financial Advisor within Merrill Lynch’s Global Private Client Group providing guidance to both affluent families and institutions such as pension plans and foundations. Dan earned his Bachelor of Arts degree in Political Science from the University of California, Davis. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CIMA® designee.

Jim is a Portfolio Counselor for OPCM with over 30 years of wealth management experience.  Prior to joining OPCM in 2012, he served as a Portfolio Manager for AKJ Asset Management, LLC.   Mr. Baer has been active on many local community boards and was formerly Mediator Emeritus with the Palo Alto Mediation Program.  Jim holds a Master of Science in Recreation Administration from Cal. State University at San Jose, and a Bachelor of Arts in Political Science from the University of California at Berkeley.

Sonia is the Chief Operating Officer and is in her 11th year at OPCM.  As the Chief Operating Officer and a Principal, Sonia manages the Portfolio Counselor and  Client Service Specialist teams. Additionally she oversees the firm’s operating budget, and constantly analyzes the firm operating metrics to improve the overall client experience.  Previously she managed development at Strive for College Collaborative.  Sonia graduated from Santa Clara University with both a double major in Business Management and Spanish Studies and a minor in International Business.

Martha is an Operations/Human Resources Specialist for OPCM and has over 25 years of experience in financial services for high net worth clients. She is the Office Manager for the Menlo Park office and oversees many operational functions such as portfolio reconciliation along with human resources. Previously, she was a Manager of Client Records at Woodside Asset Management for 12 years.