Meet the Team

Charley is a Portfolio Manager for OPCM, and has 32 years of experience. Charley is a member of the OPCM Investment Management Team, and is currently Chairman of the Board of OPCM LLC. 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.

Charley received a Bachelor of Fine Arts degree from UCLA and a MBA from the University of Santa Clara.

Deglin has more than 20 years of experience, and is OPCM’s Chief Executive Officer. Additionally, Deglin is a member of the firm’s Investment Team and a Principal. Previously, he was with FI, Inc. as Executive Vice President, Board Member and Co-Founder of the firms Private Client Group.  An experienced angel investor, Deglin sits on several philanthropic and private corporate boards.

Deglin 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.

Justin 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.

Justin 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.

Morgan 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.

Morgan 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.

Bob 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.

Bob 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.

Mark 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.

Mark 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.

Greg 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.

Bill is a Director and has 16 years wealth management experience. Most recently he was a Senior Managing Director and the San Francisco Branch Manager of a Chicago based Venture Capital Investment bank. Prior to that he was a Vice President and spent  7 years with a multi-billion dollar Bay Area based asset management firm. Bill holds a Bachelor of Arts degree from the University of California at Davis.

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.