Vice President & Director of Private Client
As the head of Private Client, Chris Zand applies his passion for deeply engaging with clients to help them meet their long-term goals through their investments and strategic planning. He brings invaluable perspectives to wealth management discussions based on his experience with capital markets, asset allocation, financial planning, law, and taxes. Recognizing how complex life can be, Chris has a reputation with clients for having direct, open conversations to overcome that complexity and creating prudent investment plans that focus on financial independence, maximizing tax benefits, and creating legacies.
Prior to joining Osterweis in 2018, Mr. Zand was Vice President and Principal at Brouwer & Janachowski, LLC, where he specialized in providing investment planning and management services to individuals, families, foundations, and endowments, and helped formulate the firm’s investment strategy as a member of the Investment Committee. Prior to that, he was a Vice President with Bernstein Global Wealth Management and led a private client investment management team, providing financial and strategic planning advice to high-net-worth families and foundations.
Mr. Zand is a principal of the firm and is responsible for overseeing Osterweis Capital Management’s Private Client business. He is also a member of the firm’s Investment Policy Committee.
He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the California State Bar. He is also currently a member of the Board of Directors for the International House at U.C. Berkeley and the Board of Directors for Legal Services for Children, where he serves on the Finance Committee.
Mr. Zand graduated from University of California, Berkeley (B.A. in Political Science) and from Santa Clara University School of Law (J.D.). While in law school, Chris studied at the esteemed Magdalen College at Oxford University.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.