Christopher K. Zand
Managing Director I Private Wealth Management I Lawyer
- Role
- Partner and Managing Director of Private Client at Osterweis Capital Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Christopher K. Zand
Experienced wealth management professional managing Osterweis Capital Management’s…
Experience
Partner and Managing Director of Private Client
Jun 2018 — Present · San Francisco, CA, US
Osterweis Capital Management is an investment management firm based in San Francisco. As the Managing Director of Private Client, I apply my passion for deeply engaging with clients to identify their financial priorities and establish a framework to meet their long-term goals. My work with clients leverages my experience with capital markets, asset allocation, financial planning, law, and taxes. I have a reputation for having direct, open conversations with clients to overcome complexity and create prudent investment plans that focus on financial independence, maximizing tax benefits, and creating legacies.
Education
University of California, Berkeley
Bachelor's degree
Santa Clara University School of Law
Doctor of Law (J.D.)
Skills
- Corporate Law
- Investments
- Privacy Law
- Commercial Litigation
- Trademarks
- Portfolio Management
- Mergers
- Contract Negotiation
- Start-Ups
- Legal Writing
- Risk Management
- Legal Assistance
- Corporate Finance
- Investment Strategies
- Alternative Investments
- Private Equity
- M&a Experience
- Ipo
- Investment Management
- Project Planning
- Joint Ventures
- Finance
- Venture Capital
- Securities
- Estate Planning
- Intellectual Property
- Mergers & Acquisitions
- Entrepreneurship
- Corporate Governance
- Licensing
- Due Diligence
- Hedge Funds
- Legal Research
- Capital Markets
- Corporate Development
- Strategy
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