Institutional - Our Team

	Justin W. McNichols, CFA Managing Director Portfolio Manager Mr. McNichols is a Portfolio Manager for OPCM, and has 14 years of experience. Previously, he was with Wells Fargo Asset Management. At Wells, Mr. McNichols was head of equity research, and a member of the growth equity team. Additionally, he managed over $1 billion in separate account and mutual fund assets. Justin is a member of the security analysts of San Francisco and the CFA Institute. Mr. McNichols received a Bachelor of Arts degree in Economics in three years and a MBA in Finance from the University of California at Irvine. Additionally, he is a CFA Charterholder.
	Robert C. Gillooly, CFA Managing Director Portfolio Manager Mr. Gillooly is a Portfolio Manager for OPCM, and has 16 years of experience. He began his career on the floor of the Chicago Mercantile Exchange and then moved to San Francisco to work with Merus Capital Management. Bob is a member of the Security Analysts of San Francisco and the CFA Institute. Mr. Gillooly received his Bachelor of Arts Degree from the University of Michigan. He is a CFA charterholder.
	Peggy W. Forbes Managing Director Portfolio Manager Ms. Woodford Forbes is a Portfolio Manager for OPCM, and has 27 years of experience. Previously she was Chairwoman, CEO and CIO of Woodford Capital Management, a firm she founded in 1990. Ms. Woodford Forbes was the first African American woman to establish a registered investment advisory firm in growth equity management in the United States. Ms. Woodford Forbes earned her BA in Comparative Literature from Sarah Lawrence College and her MBA in Finance from the Columbia University Graduate School of Business.
	Charles D. Osborne II President Portfolio Manager Mr. Osborne is a Portfolio Manager for OPCM, and has 31 years of experience. Previously, he was a portfolio manager with Crocker Bank. Mr. Osborne is a member of the Security Analysts of San Francisco Society and the Investment Counsel Roundtable. Mr. Osborne received a Bachelor of Fine Arts degree from UCLA and a MBA from the University of Santa Clara.
	Shannon S. Lemon, CFP® Managing Director Director of Client Services Mrs. Lemon is the Director of Client Services, and has 12 years of experience. She oversees both the administrative and operational support for the firm's portfolio managers, clients, and their Advisors. Shannon also sits on the Board of Directors for the Advent Users Group as President, a non-profit organization that addresses specific needs in portfolio management. Mrs. Lemon received her Bachelor of Arts degree in Psychology from the University of Colorado at Boulder. She is a Certified Financial Planner Practitioner.
	Emily Engie Analyst Ms. Engie is a Quantitative Analyst and the Trading and Technology Specialist at Osborne Partners. She has 3 years of industry experience and is responsible for managing OPCM's quantitative screening process, and our electronic trading system. She also is instrumental in making sure the website, accounting system, and mission critical technology run smoothly throughout the day. Previously, she worked in the Client Service Department for Mellon Capital Management. Ms. Engie received her Bachelor of Arts degree in Mathematics from the University of California at Berkeley. She is currently a Level 3 Candidate for the CFA Charter.