Regional Investment Consultant
CurrentNortheast Regional Director at Osterweis Capital Management
Oct 2018 - Present
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Mark Schug Email & Phone Number
Regional Investment Consultant at Osterweis Capital Management
at
Osterweis Capital Management
1 work email found
@osterweis.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Investment Consultant at Osterweis Capital Management
Location
Scituate, Massachusetts, United States
Company size
Who is Mark Schug? Overview
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Quick answer
Mark Schug is listed as Regional Investment Consultant at Osterweis Capital Management at Osterweis Capital Management, a company with 61 employees, based in Scituate, Massachusetts, United States. AeroLeads shows a work email signal at osterweis.com and a matched LinkedIn profile for Mark Schug.
Mark Schug previously worked as Regional Investment Consultant at Osterweis Capital Management and Regional Investment Consultant at Osterweis Capital Management. Mark Schug holds Ba, Philosophy And Legal Studies from University Of Massachusetts, Amherst.
Company email context
Email format at Osterweis Capital Management
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{first}.{last}@osterweis.com
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AeroLeads found 1 current-domain work email signal for Mark Schug. Compare company email patterns before reaching out.
Profile bio
About Mark Schug
Accomplished asset management sales professional with a track record of progressive achievement within institutional and retail channels: DC, DCIO, Subadvised, RIA, Family Office, Independent B/D.
Listed skills include Asset Management, Mutual Funds, Investments, Equities, and 11 others.
Current workplace
Mark Schug's current company
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Osterweis Capital Management
7 roles
Mark Schug work experience
A career timeline built from the work history available for this profile.
Regional Investment Consultant
Current
Oct 2018 - Present
Vice President, Private Wealth Division
Responsible for sales and client service to all RIA firms located in the Northeast (MA, NY, NJ, PA, CT, RI).
Jun 2014 - Oct 2018
Managing Regional Director, Vp, Independent Advisor Group Ny/Nj
Successfully managed new territory, NY/NJ, in new sales channel for Natixis that combined RIAs up to $500M in AUM and Independent B/D advisors at LPL, Raymond James, and Commonwealth among others.
Jan 2013 - Aug 2013
Vice President , Ny Ria Sales Director
Managed New York territory within Institutional Sales Group, covering RIA and Family Office channel. Leveraged multi-boutique structure to cross sell among affiliates and grow market share for equity and alternative capabilities to diversify a fixed-income heavy asset base. Promoted Durable Portfolio Construction platform through delivery of customized.
Jan 2010 - Dec 2012
Regional Director, Wealth Solutions
Drove sales growth in DCIO/Subadvised channel by partnering with key retirement and annuity platforms. RIA and Family Office responsibilities added in October 2008, working as part of a two person sales team in the largest Distribution channel at the firm, Midwest
Jun 2007 - Dec 2011
Dc & Taft Hartley Sales
Mar 1992 - Jun 2007
Team & coworkers
Colleagues at Osterweis Capital Management
Other employees you can reach at osterweis.com. View company contacts for 61 employees →
CA
Caroline Allen
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
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SL
Simon Lee
Colleague at Osterweis Capital ManagementSan Marino, California, United States, United States
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CP
Charlie Powell
Colleague at Osterweis Capital ManagementVancouver, Washington, United States, United States
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SR
Sean Ryan
Colleague at Osterweis Capital ManagementFlossmoor, Illinois, United States, United States
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CA
C- Anne Hartman
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
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GS
Gigi Shum
Colleague at Osterweis Capital ManagementSan Francisco Bay Area, United States
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SC
Scott Coleman, Cfa
Colleague at Osterweis Capital ManagementWayne, Pennsylvania, United States, United States
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JO
Jim O'Grady
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
View →
AH
Alan Hanagriff
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
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SL
Scott Lee
Colleague at Osterweis Capital ManagementSan Mateo, California, United States, United States
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Caroline Allen
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
View →
SL
Simon Lee
Colleague at Osterweis Capital ManagementSan Marino, California, United States, United States
View →
CP
Charlie Powell
Colleague at Osterweis Capital ManagementVancouver, Washington, United States, United States
View →
SR
Sean Ryan
Colleague at Osterweis Capital ManagementFlossmoor, Illinois, United States, United States
View →
CA
C- Anne Hartman
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
View →
GS
Gigi Shum
Colleague at Osterweis Capital ManagementSan Francisco Bay Area, United States
View →
SC
Scott Coleman, Cfa
Colleague at Osterweis Capital ManagementWayne, Pennsylvania, United States, United States
View →
JO
Jim O'Grady
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
View →
AH
Alan Hanagriff
Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States
View →
SL
Scott Lee
Colleague at Osterweis Capital ManagementSan Mateo, California, United States, United States
View →
2 education records
Mark Schug education
Ba, Philosophy And Legal Studies
Education record
Boston College High School
FAQ
Frequently asked questions about Mark Schug
Quick answers generated from the profile data available on this page.
What company does Mark Schug work for?
Mark Schug works for Osterweis Capital Management.
What is Mark Schug's role at Osterweis Capital Management?
Mark Schug is listed as Regional Investment Consultant at Osterweis Capital Management at Osterweis Capital Management.
What is Mark Schug's email address?
AeroLeads has found 1 work email signal at @osterweis.com for Mark Schug at Osterweis Capital Management.
Where is Mark Schug based?
Mark Schug is based in Scituate, Massachusetts, United States while working with Osterweis Capital Management.
What companies has Mark Schug worked for?
Mark Schug has worked for Osterweis Capital Management, Franklin Templeton, Natixis Global Asset Management, and Putnam Investments.
Who are Mark Schug's colleagues at Osterweis Capital Management?
Mark Schug's colleagues at Osterweis Capital Management include Caroline Allen, Simon Lee, Charlie Powell, Sean Ryan, and C- Anne Hartman.
How can I contact Mark Schug?
You can use AeroLeads to view verified contact signals for Mark Schug at Osterweis Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Mark Schug attend?
Mark Schug holds Ba, Philosophy And Legal Studies from University Of Massachusetts, Amherst.
What skills is Mark Schug known for?
Mark Schug is listed with skills including Asset Management, Mutual Funds, Investments, Equities, Retirement, Alternative Investments, Series 63, and Series 7.
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