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.

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.

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.

Morgan W. White

Managing Director
Portfolio Manager

Mr. White is a Portfolio Manager for OPCM and has 33 years of experience. Previously, he was Chairman and a Managing Director of Woodside Asset Management in Menlo Park. Mr. White’s career began in 1974 with Bailard, Biehl & Kaiser, where he was Vice President and Senior Consultant on both the investment and financial planning committees. In 1979, Morgan left BB&K to form The Portola Group where he was responsible for research in growth stocks, oil & gas programs and managed commodities.

Mr. White earned both his Bachelor and Master of Science degrees in electrical engineering from Stanford University and an MBA with a specialization in finance and investments from the Stanford Graduate School of Business.

Robert B. Beim

Managing Director
Portfolio Manager

Mr. Beim is a Portfolio Manager for OPCM, is a licensed California CPA, and has 37 years of experience. Previously, he was Managing Director and Chief Executive Officer of Woodside Asset Management in Menlo Park. Mr. Beim’s career began in 1970 with Arthur Andersen & Co. where he worked in both the Small Business and Tax Divisions. In 1973, Bob left Arthur Andersen to pursue his interest in real estate, working two years with Grubb & Ellis Company and fourteen years as co-founder of Beim & James, a real estate investment firm. In 1989, Bob joined Woodside Asset Management as a portfolio manager.

Mr. Beim earned his Bachelor degree in Biological Science from the University of California and an MBA with specialization in finance and investments from the Stanford Graduate School of Business

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.

Christie M. Whitney

Client Service Manager

Mrs. Whitney is a Portfolio Administrator at Osborne Partners, and has 6 years industry experience. She works with clients and Advisors and assists in marketing efforts, including the area of Consultant Relations. Previously, she worked as a Sales Assistant at a number of investment banking firms in San Francisco, including Hambrecht & Quist and Oppenheimer.

Mrs. Whitney received her Bachelor of Arts degree in Sociology from the University of California at San Diego. She is currently working towards obtaining her Certification in Financial Planning.

Pam deFigueiredo

Client Service Manager

Ms. deFigueiredo is a Client Services Manager for OPCM and has over 20 years experience in the financial services industry. Previously, she was a Client Relationship Manager at Woodside Asset Management since 2001. Her career started at Bank of America as an Executive Assistant and later joined University National Bank & Trust Company, in Palo Alto working in both Lending and Trust Administration. In 1996, Ms. deFigueiredo left University National Bank to pursue an interest in project management and consulting at Integrated Project Systems working with the Sales and Marketing team.

Kathie Silici

Client Service Manager

Ms. Silici is a Client Relationship Manager and has 20 years financial services experience. Previously with Woodside Asset Management in Menlo Park, Ms. Silici worked with individual investors, executed trades, and handled all aspects of account administration. For several years prior to that, Ms. Silici worked in the insurance industry with AIG and MassMutual Life Insurance Co. where she obtained her FLMI (Fellow, Life Management Institute) designation.

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.

Martha Pagan

Portfolio Administrator

Martha is a Manager of Client Records and has responsibility for keeping
track of clients' portfolios and transactions in our Palo Alto office.
Martha's prior career included eight years at Great Western Savings.