Osborne Partners

Aaron Szager is a CFP® professional with 23 years of industry experience. He is currently with Osborne Partners, where he has worked since 2022. Prior to that, he held roles at Golub Group, LLC and BlueSky Wealth Advisors, LLC. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios with integrated financial planning and serves as a sub-adviser to unaffiliated investment advisers, also sponsoring an affiliated private pooled investment vehicle.

Daniel Haut is a financial advisor at Osborne Partners in San Francisco, CA, holding the CFP®, CFA®, and Series 66 designations with 22 years of industry experience. He has been with Osborne Partners Capital Management since 2013. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, providing personalized, actively managed portfolios and integrated financial planning. The firm employs a range of global allocation strategies across multiple asset classes and serves as a sub-adviser to other investment advisers, including managing an affiliated private pooled investment vehicle.

Charles Else is a financial advisor at Osborne Partners with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Osborne Partners Capital Management, LLC since 2007. Osborne Partners manages approximately $2.36 billion for a diverse client base including individuals, families, trusts, foundations, and retirement plans. The firm offers personalized, actively managed investment portfolios and integrated financial planning, employing a range of global allocation strategies and serving as a sub-adviser to other investment advisers.

Zachary Riera is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Osborne Partners, where he has worked since 2026, following prior roles at Team Hewins, LLC and Wealth Architects, LLC. Osborne Partners manages approximately $2.36 billion for a diverse client base including individuals, families, trusts, foundations, and retirement plans. The firm offers personalized, actively managed investment portfolios and integrated financial planning, utilizing a range of global allocation strategies and serving as a sub-adviser to other investment advisers.

Thomas Piro is a CFP® with 11 years of industry experience, currently serving as an advisor at Osborne Partners since 2021. His prior experience includes roles at Baker Avenue Asset Management LP and The McBride Group. He is a board member of the Italian Athletic Club Foundation, where he helps plan community events focused on Italian culture and history in San Francisco. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, and retirement plans, offering personalized, actively managed portfolios and integrated financial planning. The firm employs a range of global allocation strategies and serves as a sub-adviser to other investment advisers, including operating an affiliated private hedge fund.

Alexandra Sandberg is a financial advisor at Osborne Partners with 10 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Moss Adams Wealth Advisors, TIAA-CREF, UBS Financial Services, and Morgan Stanley. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed portfolios and integrated financial planning. The firm also serves as a sub-adviser to other investment advisers and sponsors an affiliated private pooled investment vehicle.

Sonia Von Berg is a financial advisor at Osborne Partners with a Series 65 designation and one year of industry experience. She has been with Osborne Partners Capital Management, LLC since 2011. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed investment portfolios and integrated financial planning. The firm also serves as a sub-adviser to unaffiliated advisers and sponsors an affiliated private pooled investment vehicle.

Jason Rodnick is a CFA® charterholder with 15 years of industry experience. He has worked at Osborne Partners Capital Management, LLC since 2018 and previously spent eight years at Raub Brock Capital Management, LP. He is based in San Francisco, CA. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios combined with integrated financial planning and serves as a sub-adviser to unaffiliated advisers while sponsoring an affiliated private pooled investment vehicle.