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Our executive team consists of principals who have an average tenure at Osborne Partners of over 15 years. They have lead departments at large institutions, managed complex teams at mid-size firms, and grown boutique investment firms. Click on any team member to learn more.

Sonia J. Von Berg
Chief Operating Officer, Principal

Sonia is the Chief Operating Officer and is in her 10th 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.

Charles J. Else
Principal

Chuck is a Principal and has over 25 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 25 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.

Alicia W. Cheng
Chief Compliance Officer, Principal

Alicia is the Chief Compliance Officer for OPCM and has over 15 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.

Alicia Cheng Headshot

Our team averages over 20 years of experience. All decisions are made by a team of top CFA® Charterholders who have one responsibility, achieving our two investment goals. Click on any team member to learn more.

Jason Rodnick, CFA
Investment Analyst

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 T. Viemeister, CFA
Investment Analyst

Ben is an Investment Analyst with over 10 years of experience and is in his 6th 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.

Paul G. Resnick
Investment Team Member

Paul joined OPCM in 2012 and has over 40 years of experience. Previously he was a founder and principal of AKJ Asset Management, LLC in Palo Alto, CA.  Over the past 40 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, Principal

Jay is a Principal of the firm and Investment Analyst with over 10 years of experience and is in his 8th 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 25 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.

Morgan W. White
Managing Director, Investment Team Member

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 J. Melanson, CFA
Managing Director, Investment Team Member

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.

Son M. Nguyen
Securities Trader

Son is the Trader for Osborne Partners and has over 20 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 with a Bay Area based Registered Investment Advisor.  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 is comprised of Portfolio Counselors and Client Service Specialists. Your Portfolio Counselor's only responsibility is to truly get to know you, and educate you about your customized portfolio and active financial plan. Your Client Service Specialists are a skilled team, experienced leaders who are perfectionists. Click on any team member to learn more.

Cherie Stokes
Client Service Specialist

Cherie is a Client Service Specialist with over 30 years of experience in the finance industry. Prior to joining Osborne Partners, she worked at Wells Fargo Advisors servicing high net-worth clients. Previously, she worked at Charles Schwab for 10 years, servicing senior-level executives and insiders with all aspects of their restricted stock, controlled securities and equity award compensation plans. Cherie graduated cum laude with a Bachelor’s degree in Business Administration from Holy Names University and she received an MBA, with a concentration in Human Resources from Golden Gate University.

Tom A. Piro, CFP®, Enrolled Agent
Portfolio Counselor

Tom is a Portfolio 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.

Lia Whisler, CFP®, AIF®
Portfolio Counselor

Lia is a Portfolio Counselor at OPCM with over 10 years of experience in the financial services industry.  Her experience spans management and client service at some of the largest investment management and advisory firms including Dodge & Cox, Vanguard, and Merrill Lynch. Lia’s passion has always been using her extensive knowledge to create financial plans. Lia graduated from Harvard University with a Bachelor of Arts degree in Psychology, and earned her MBA at the UC Berkeley Haas School of Business. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Accredited Investment Fiduciary® designation, and is a CFA Level III Candidate.

Joe Conachy, CFP®
Managing Director

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.

Stephanie Strickland
Client Service Specialist

Stephanie is a Client Service Specialist at OPCM with nearly 20 years of financial services experience ranging from brokerage operations to financial planning.  Previously, she was at Charles Schwab, where she held positions on the Trading Desk and worked as a Trading Consultant on their Premier Client Relationship Division. Stephanie received a Bachelor of Science degree in Communications from The University of Texas in Austin.

Daniel M. Haut, CFP® CIMA®
Portfolio Counselor, Principal

Daniel is a Portfolio 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.

Charles J. Else
Principal

Chuck is a Principal and has over 25 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.

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.

Jim W. Baer
Portfolio Counselor

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.

Faith E. Ernest
Client Service Specialist

Faith Ernest is a Client Service Specialist with over 20 years of experience in the finance industry.  Prior to joining OPCM in 2010, she worked for WESPAC Plan Services, Inc. and Merrill Lynch.  Faith received a B.A. in Political Science from the University of California, Berkeley.

Daniel Haut Headshot Jim Baer Headshot Faith Thomas Headshot

Our Operations team includes our COO, CCO, and specialists. Experience, attention to detail, organization, creativity, and efficiency are the keys to describe our Operations Team. Click on any team member to learn more.

Camille Triebsch
Operations Specialist

Camille Triebsch is an Operations Specialist for OPCM. She assists all teams in many aspects of the day-to-day operations of the firm. Previously, she worked as a Regional Program Manager at Team IMPACT. Camille received her B.A. in Sociology from UCLA.

Sonia J. Von Berg
Chief Operating Officer, Principal

Sonia is the Chief Operating Officer and is in her 10th 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.

Alicia W. Cheng
Chief Compliance Officer, Principal

Alicia is the Chief Compliance Officer for OPCM and has over 15 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 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.

Alicia Cheng Headshot

  • The OPCM Board of Directors includes the executive team of Justin McNichols, Sonia Von Berg, Charles Else, and Alicia Cheng. Additionally the following experienced executives are members of the Board of Directors.
  • Charles D. Osborne II, Chairman, Principal

    Charley was the President and a Portfolio Manager for OPCM for nearly 40 years. In the early 1980s, Mr. Osborne helped transition the firm from the previous generation, and laid the foundation of what Osborne Partners is today. Beginning in 2010, he successfully oversaw the transition to the present generation who manage the firm today. Charley is the Chairman of the Board and retired at the beginning of 2021. Charley received a Bachelor of Fine Arts degree from UCLA and a M.B.A. from Santa Clara University.

  • 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.

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