Profile
Mr. Shawn M.
Eubanks is Vice President & Director-Business Development at Osterweis Capital Management, Inc. since 2005.
Prior to that, he was Vice President of Institutional Services at Fremont Investment Advisors, a division of a multi-billion dollar family office and investment advisor to a no-load mutual fund family.
Prior to that, he was Senior Manager of Marketing Communications at Houlihan Lokey Howard & Zukin, a boutique investment banking firm based in Los Angeles.
He was also an account executive for The Blaine Group, a Los Angeles public relations firm serving entrepreneurial companies.
Mr. Eubanks is an active supporter of the financial planning community.
Most recently he served on the planning committee for the Financial Planning Association Northern California Regional Conference and was on the planning committee for the 2008 NAPFA West Region Conference.
He was also a member of the educational task force for the FPA National Conference in San Diego in 2005 and was a member of FPA Corporate Advisory Council.
Mr. Eubanks graduated from Southern Illinois University at Carbondale, IL (B.A.
in Communications/Journalism, 1987), and also studied Organizational Communication and Public Relations as a graduate student at Southern Illinois University in1990.
Former positions of Shawn M. Eubanks
Companies | Position | End |
---|---|---|
HOULIHAN LOKEY, INC. | Corporate Officer/Principal | - |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Corporate Officer/Principal | - |
Training of Shawn M. Eubanks
Southern Illinois University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
HOULIHAN LOKEY, INC. | Finance |
Private companies | 2 |
---|---|
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
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