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    Christopher Zand

    Private Wealth Management

    Christopher K. Zand, J.D., CFP® is the Vice President & Managing Director of Private Client at Osterweis Capital Management.123 He joined the firm in 2018 to lead their wealth management and investment management services for high net worth and ultra-high net worth individuals and families.23

    Zand has a diverse background in finance, law, and financial planning:

    • Education: He graduated from the University of California, Berkeley with a B.A. in Political Science and earned his J.D. from Santa Clara University School of Law.1 He also studied at Magdalen College, Oxford University, during law school.2

    • Professional qualifications: He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the California State Bar.2

    • Prior experience: Before joining Osterweis, Zand was Vice President and Principal at Brouwer & Janachowski, LLC, and a Vice President with Bernstein Global Wealth Management.12

    At Osterweis, Zand is responsible for overseeing the Private Client business and is a member of the firm's Investment Policy Committee.2 He is known for his approach to wealth management, focusing on financial independence, tax benefits maximization, and legacy creation.2

    Zand is also involved in community service, currently serving on the Board of Directors of Legal Services for Children and previously on the Board of Directors of International House at U.C. Berkeley.2

    Highlights

    Dec 12 · lsc-sf.org
    Christopher Zand - Legal Services for Children
    Christopher Zand - Legal Services for Children
    About Page: PCS - Osterweis Private Client Services
    Jan 1 · osterweis.com
    Client Relations Team - Osterweis Capital Management
    Client Relations Team - Osterweis Capital Management
    Jan 1 · osterweis.com
    Christopher Zand, J.D., CFP - Osterweis Capital Management

    Related Questions

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    Christopher Zand
    Christopher Zand, photo 1
    Christopher Zand, photo 2
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    Location

    San Francisco, California