Meet the Team

Mr. Osborne is a Portfolio Manager for OPCM, and has 32 years of experience. Charley is a member of the OPCM Investment Management Team, and has been the President of the firm since 1989. 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.

Mr. McNichols is a Portfolio Manager for OPCM, and has 18 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 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.

Deglin has more than 20 years of experience, and is OPCM’s Head of Global Strategy. Additionally, Deglin is a member of the firm’s Investment Team and a Principal. Previously, Deglin was with FI, Inc. as Executive Vice President, Board Member and Co-Founder of the firms Private Client Group. Under his leadership, the firm became arguably the most prominent Investment Management Firm dealing directly with Private Clients. An experienced angel investor, Deglin sits on several philanthropic and private corporate boards.

He 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.

Mr. Gillooly is a Portfolio Manager for OPCM, and has 20 years of experience. Bob is a member of the OPCM Investment Management Team, and became a principal of the firm in 1998. 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.

Mr. White is a Portfolio Manager for OPCM and has 36 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.

Mr. Beim is a Portfolio Manager for OPCM, a licensed California CPA, and has 40 years of experience. Previously, he was Managing Director and CEO of Woodside Asset Management in Menlo Park. Mr. Beim's career began in 1970 with Arthur Andersen & Co. In 1973, Bob left Arthur Andersen to pursue his interest in real estate, working 2 years with Grubb & Ellis Co. and 14 years as co-founder of Beim & James, a real estate investment firm. In 1989, Bob joined Woodside Asset Management as a portfolio manager. Bob served as Chair of the Investment Committee for the UC Berkeley Foundation and as a member of the Investment Advisory Committee for the UC Regents Endowment for over 5 years.

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

Mr. Melanson is a Portfolio Manager for OPCM, and has 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 the security analysts of San Francisco and the CFA Institute.

Mr. Melanson received his BS degree in Economics from the University of the Pacific and a MBA from the Claremont Graduate School. Additionally, he is a CFA Charterholder.

Mrs. Lemon is a Managing Director and the Chief Compliance Officer, and has 17 years of experience. Shannon became a principal of the firm in 2001. She oversees both the administrative and operational support for the firm's portfolio managers, clients, and their Advisors. Shannon also provides financial planning services to the firm’s clients. Shannon was a founding Board Member of Advent Users Group, 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.

Mr. Welch is a Portfolio Manager with OPCM and has over 30 years of experience. Previously, he was a founding partner at LS Investment Advisors. Prior to LSIA, Greg was with Jurika & Voyles where he was a partner, member of their Executive Committee, and portfolio manager for $800 million in client assets. He has experience with a multitude of clients including high net worth individuals, endowment funds, corporate plans and Taft-Hartley.

He earned a Bachelor of Science degree in Finance from California State University Hayward, with graduate level course work in Taxation and Finance at Golden Gate University.

Chuck is a Director and has 16 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.

Ron is a Vice President and has over 15 years of wealth management experience. His responsibilities include business development, marketing and client service in Southern California. In addition, he serves as a client liaison to OPCM's Investment Management team. Ron has previously been a Vice President with Reilly Financial Advisors in San Diego and spend over 7 years with Credit Suisse Private Banking in Switzerland.


Ron holds a B.S. in Business & Finance from the University of Thun/Switzerland and the Swiss Associated Financial Planner degree.
 

Steve is a Portfolio Counselor with OPCM advising clients in both portfolio and financial planning matters. Bringing over 15 years of industry experience to OPCM, he most recently served as a Portfolio Manager with Bingham Osborn & Scarborough, a San Francisco-based wealth management firm. Prior, he spent several years with Fisher Investments as a Group Manager within the Private Client Group. Steve earned a B.S. in Finance from St. Mary’s College of California and an MBA from Vanderbilt University.

Scott is a Portfolio Counselor with OPCM advising clients in both portfolio and financial planning matters. With over 23 years of industry experience, he most recently served as a Group Manager of the Private Client Group within FI Inc. based in Washington. Prior, he was in charge of a global trading desk in Chicago, including seven years on the trading floor of the CBOT. Scott earned a B.S. in Finance from Loyola University Chicago.