Our Team

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Whether it’s leading a department at a large institution, managing complex teams at a mid-size firm, or growing a boutique investment firm, our Executive Team has deep experience and diverse backgrounds. Click on any team member to learn more.

Sonia J. Von Berg
Director of Operations, Principal

Sonia is the Director of Operations and is in her 6th year at OPCM.  As the Director of Operations and a Principal, Sonia manages the Client Service Specialist team, 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.

Charles J. Else
Principal

Chuck is a Principal and has over 20 years of wealth management experience. His responsibilities include business development, marketing and client service. In addition, he serves as a client liaison to OPCM’s Investment Management team. Chuck has previously been a Managing Director with S&Y Asset Mgmt LLC in San Francisco. Chuck holds a B.S. in Business Administration & International Finance from the University of Vermont.

Justin W. McNichols, CFA
Chief Investment Officer, Principal

Justin is the Chief Investment Officer for OPCM, and has over 20 years of experience. Justin is a member of the OPCM Investment Management Team, and became a principal of the firm in 2000. Previously, he was with Wells Fargo Asset Management. At Wells, Mr. McNichols was head of equity research, and a member of the national growth equity team. Additionally, he managed over $1 billion in separate account and mutual fund assets. Justin is a member of CFA Society San Francisco and CFA Institute. Justin received a Bachelor of Arts degree in Economics in three years and a M.B.A. in Finance from the University of California at Irvine. Additionally, he is a CFA Charterholder.

Charles D. Osborne II
Chairman, Principal

Charley is a Portfolio Manager for OPCM, and has over 30 years of experience. Charley is a member of the OPCM Investment Management Team, and is currently Chairman of the Board. Previously, he was a portfolio manager with Crocker Bank. Mr. Osborne is a member of the Investment Counsel Roundtable. Charley received a Bachelor of Fine Arts degree from UCLA and a M.B.A. from Santa Clara University.

Alicia W. Cheng
Chief Compliance Officer, Principal

Alicia is the Chief Compliance Officer for OPCM and has over 10 years of experience in the financial industry.  She is a Principal, and is responsible for overseeing firm compliance and portfolio composite performance.  Previously, she was at Insight Capital Research & Management, Inc. where she held positions in the Portfolio Accounting, Client Service and Marketing departments.  Alicia received a B.S. in Accounting from Oregon State University.

Charles Else Headshot Alicia Cheng Headshot

What happens when you combine team members with: An average of over 20 years of experience each + a masters degree and/or CFA® charter + diverse backgrounds as a Portfolio Manager, Analyst, Head of Research, and Mutual Fund Manager? Click on any team member to learn more.

Ben T. Viemeister, CFA
Investment Analyst

Ben is an Investment Analyst at OPCM and has over 8 years of experience. 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.

Paul G. Resnick
Portfolio Manager

Paul is a Portfolio Manager for OPCM, and has over 30 years of experience. Previously he was a founder and principal of AKJ Asset Management, LLC in Palo Alto, CA.  Over the past 30 years Mr. Resnick has served on the boards of numerous non-profit organizations and has been the board chair of several. Paul received a B.A. from Claremont McKenna College and a M.B.A. from the UCLA Graduate School of Management.

Jay M. Skaalen, CFA
Investment Analyst

Jay is an Investment Analyst with over 8 years of experience and is in his 4th 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 CFA Charterholder.

Justin W. McNichols, CFA
Chief Investment Officer, Principal

Justin is the Chief Investment Officer for OPCM, and has over 20 years of experience. Justin is a member of the OPCM Investment Management Team, and became a principal of the firm in 2000. Previously, he was with Wells Fargo Asset Management. At Wells, Mr. McNichols was head of equity research, and a member of the national growth equity team. Additionally, he managed over $1 billion in separate account and mutual fund assets. Justin is a member of CFA Society San Francisco and CFA Institute. Justin received a Bachelor of Arts degree in Economics in three years and a M.B.A. in Finance from the University of California at Irvine. Additionally, he is a CFA Charterholder.

Charles D. Osborne II
Chairman, Principal

Charley is a Portfolio Manager for OPCM, and has over 30 years of experience. Charley is a member of the OPCM Investment Management Team, and is currently Chairman of the Board. Previously, he was a portfolio manager with Crocker Bank. Mr. Osborne is a member of the Investment Counsel Roundtable. Charley received a Bachelor of Fine Arts degree from UCLA and a M.B.A. from Santa Clara University.

Morgan W. White
Managing Director, Investment Team Member

Morgan is a Portfolio Manager for OPCM and has over 35 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 J. Melanson, CFA
Managing Director, Investment Team Member

Mark is a Portfolio Manager for OPCM, and has over 30 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.

Son M. Nguyen
Equity/Fixed Income Trader

Son is the Trader for OPCM and has nearly 15 years of financial services experience. He manages and executes the firm’s trades in all asset classes. Additionally, he works with multiple fixed income trading desks to analyze, price, and source individual bonds. Previously, he was at Sand Hill Advisors in Palo Alto, CA.  Son received a B.A. in Economics from University of California at Berkeley.

Morgan White Headshot Mark Melanson Headshot Son Nguyen Headshot

Our Client Service Team, comprised of Portfolio Counselors and Client Service Specialists, are not only personable but also knowledgeable and experienced. Click on any team member to learn more.

Jonathan R. Spielvogel
Director

Jonathan is a Director at OPCM with over 10 years of experience in the financial services industry. At OPCM he focuses on both managing client relationships and business development. Prior to OPCM, he worked for JPMorgan Chase & Co. as a Vice President Private Client Advisor. He earned a BA in Business Management and Economics from UC Santa Cruz.

Daniel M. Haut, CFP® CIMA®
Portfolio Counselor

Daniel is a Portfolio Counselor for OPCM with nearly 15 years of experience in the financial services industry. Prior to joining OPCM 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.

Kathie M. Celestina
Client Service Specialist

Kathie is a Client Service Specialist for OPCM and has over 30 years of experience.  She was previously with Woodside Asset Management in Menlo Park and worked with individual investors, executed trades, and handled all aspects of account administration.  Prior to that, Kathie worked in the insurance industry with AIG and MassMutual Life Insurance Co.

Charles J. Else
Principal

Chuck is a Principal and has over 20 years of wealth management experience. His responsibilities include business development, marketing and client service. In addition, he serves as a client liaison to OPCM’s Investment Management team. Chuck has previously been a Managing Director with S&Y Asset Mgmt LLC in San Francisco. Chuck holds a B.S. in Business Administration & International Finance from the University of Vermont.

Judy N. Hirotaka, CFP®, ChFC®, CWS®
Portfolio Counselor

Judy is a Portfolio Counselor for OPCM with over 20 years of experience within the financial services industry. Prior to joining OPCM she was a Wealth Manager for USAA Wealth Management providing financial guidance to high net-worth individuals. Judy earned her bachelor’s degree in Economics from the University of Oregon. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant® and Certified Wealth Strategist®.

Karen J. McMillan, CFP®
Portfolio Counselor

Karen is a Portfolio 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.

Matthew Pelosi
Director

Matt is a Director and Independent Contractor with OPCM and has over 20 years of sales and marketing experience in the financial services industry. During his lengthy career, responsibilities have included client sales with high net worth individuals, family offices, and institutional accounts. Prior to OPCM, he was a Vice President at Morgan Stanley and an Executive Director at CIBC World Markets Corp. Matt attended the University of San Francisco and holds a series 65 license.

Maria Rosario P. Aguirre
Client Service Specialist

Maria is a Client Service Specialist for OPCM and has over 15 years of experience in the investment advisory industry.  Her diverse background includes experience in the client service, trading and operations departments.  Prior to joining OPCM, she worked for Hutchinson Capital Management in Larkspur and Sand Hill Advisors in Palo Alto where she held positions as a trader and operations manager. Maria earned her Bachelor’s degree in Economics from the University of the Philippines.

Jim W. Baer
Portfolio Counselor

Jim is a Portfolio Counselor for OPCM with over 20 years of wealth management experience.  He most recently served as a Portfolio Manager for AKJ Asset Management, LLC.   Mr. Baer has been active on many local community boards and is currently 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.

Faith E. Thomas
Client Service Specialist

Faith Thomas is a Client Service Specialist and has nearly 15 years of experience in the finance industry.  Previously, she worked for WESPAC Plan Services, Inc. and Merrill Lynch.  Faith received a B.A. in Political Science from the University of California, Berkeley.

K. Grace Hill
Client Service Specialist

Grace is a Client Service Specialist at OPCM with over two decades experience in the wealth management industry.  Her background includes portfolio accounting, client service, and operations.  Previously, she was with the Private Client Services Team at Bank of America Investment Services, software companies specializing in products for the wealth management industry, as well as registered investment advisory firms.  Grace holds a Bachelor of Science Degree in Finance from California State University, Long Beach.

Daniel Haut Headshot Kathie Silici Headshot Charles Else Headshot Judy Hirotaka Headshot
Jim Baer Headshot Faith Thomas Headshot

Attention to detail, organization, creativity, and efficiency are the key words to describe our Operations Team. Click on any team member to learn more.

Sonia J. Von Berg
Director of Operations, Principal

Sonia is the Director of Operations and is in her 6th year at OPCM.  As the Director of Operations and a Principal, Sonia manages the Client Service Specialist team, 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.

Alicia W. Cheng
Chief Compliance Officer, Principal

Alicia is the Chief Compliance Officer for OPCM and has over 10 years of experience in the financial industry.  She is a Principal, and is responsible for overseeing firm compliance and portfolio composite performance.  Previously, she was at Insight Capital Research & Management, Inc. where she held positions in the Portfolio Accounting, Client Service and Marketing departments.  Alicia received a B.S. in Accounting from Oregon State University.

Martha E. Pagan
Operations/Human Resources Specialist

Martha is an Operations/Human Resources Specialist for OPCM and has over 20 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.

Alicia Cheng Headshot

  • Norman D. Villarina, Managing Partner - Industry Capital

    Mr. Villarina serves as Managing Partner of Industry Capital, a $1.7 billion private equity firm investing in real assets globally.  In 1999, he co-founded Industry Ventures, a $2.5 billion venture capital firm specializing in the secondary market, and served as a general partner from 1999 to 2003 and subsequently spun-off Industry Capital.  Prior to that, he was a private and public equity portfolio manager at Eos Partners and Cassandra-Chase Partners in New York City.  Previous to that Mr. Villarina worked at Wells Fargo Bank and Lehman Brothers. Mr. Villarina received a B.A. from the University of California at Berkeley and M.B.A. from Columbia University.

  • Douglas Wertheimer, Partner - Industry Capital

    Mr. Wertheimer serves as a Partner of Industry Capital.  Prior to joining Industry Capital in 2004, he was a successful entrepreneur with several well-known ventures in media and entertainment, consumer products and financial services.  From 1999 to 2002, he was a founding executive with Size Technologies, an electronic payments company acquired by First Data Corporation in 2006.  From 1995 to 1999, he was a Principal in Mark Burnett Productions, where he played a critical role in the development and sale of the successful reality TV franchises “Survivor” and “Eco-Challenge”.  He received a A.B. from Princeton University and J.D. from the UCLA School of Law.

  • Rob G. Hedlund, Partner - River Birch Capital, LLC

    Mr. Hedlund is an Investment Partner focused on High Yield Research.  Prior to joining River Birch, Rob worked at Lehman Brothers for over 20 years.  From 2006-2008, he served as Chairman of the Commitment Committee for Global Leveraged Finance transactions. Prior to 2006, Rob was head of Capital Markets for High Yield Bonds from 1998-2006, with additional responsibility as head of Capital Markets for Leveraged Loans. Rob received a A.B. in English from Princeton University and M.B.A. from the Tuck School at Dartmouth.

  • Deglin F. Kenealy, Advisor

    Mr. Kenealy has more than 20 years of experience and previously served as OPCM’s Chief Executive Officer. Prior to joining Osborne Partners in 2010, he was with Fisher Investments as Executive Vice President, Board Member and Co-Founder of the firm’s Private Client Group.  An experienced angel investor, Deglin sits on several philanthropic and private corporate boards. Deglin earned a B.S. from California State Polytechnic University, Pomona and a Masters degree from Stanford University’s Graduate School of Business focusing on Corporate Management, Private Equity, and Venture Capital.

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