Osterweis Capital Management

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Osterweis Capital Management Employees

Employee
Years
Job
Industry
Garrick Leung Garrick Leung San Francisco, California Details
Garrick Leung's Osterweis Capital Management Experience July 2009 - September 2009
Job Analyst at Callan Associates
Industry Investment Management
Experience
Callan Associates  April 2013 - Present
Wells Fargo Securities  2012 - April 2013
Scottrade  March 2010 - July 2011
Osterweis Capital Management   July 2009 - September 2009

Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance

Maryam Fanara Maryam Fanara San Francisco Bay Area Details
Maryam Fanara's Osterweis Capital Management Experience August 2013 - Present
Job Receptionist/Administrative Assistant
Industry Financial Services
Experience
Osterweis Capital Management   August 2013 - Present
Barneys New York  2010 - 2013
Academy of Art University  April 2012 - November 2012
San Francisco State University  January 2010 - May 2010
Jason A. Smith, M.D.   July 2005 - October 2008

Education
San Francisco State University   2006 — 2010
Bachelor of Arts (B.A.), Radio and Television

Heather Stickney Heather Stickney San Francisco Bay Area Details
Heather Stickney's Osterweis Capital Management Experience February 2010 - July 2010
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  September 2010 - Present
Osterweis Capital Management   February 2010 - July 2010
Wells Fargo Advisors, LLC  June 2009 - February 2010
Merrill Lynch  July 2005 - April 2009
Bay Area News Group  April 2005 - July 2005
The Press Democrat/Savor Wine Country Magazine   February 2003 - July 2004
Smith Barney  March 2001 - February 2003
Merrill Lynch  April 2000 - March 2001
Merrill Lynch  February 1994 - April 1999

Skills
Marketing, Salesforce.com, Relationship Management, Business Development, Account Management, Event Management, ThomsonOne, Client Liaison, Inside Sales, Client Rapport, Notary Public, Client Centered, Multi-Tasking, Results Oriented

Education
University of San Francisco
Bachelor of Science

Cearull Jack Horgan Cearull Jack Horgan San Francisco Bay Area Details
Cearull Jack Horgan's Osterweis Capital Management Experience March 2013 - Present
Job Client Relations Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management   March 2013 - Present
BlackRock  November 2009 - March 2013
Bernstein Global Wealth Management  January 2005 - October 2009
Banc of America Investment Services, Inc.   August 2003 - January 2005

Skills
Portfolio Management, Financial Planning, Investments, Retirement Planning, Chartered Financial..., Asset Allocation, Strategic Financial..., Finance, High Net Worth...

Education
Santa Clara University   1999 — 2003
B.S., Combined Science (Chemistry, Biology), Political Science

Tracy Lo, CFA Tracy Lo, CFA Greater Los Angeles Area Details
Tracy Lo, CFA's Osterweis Capital Management Experience June 2008 - June 2011
Job Associate Director at First Republic Bank
Industry Capital Markets
Experience
First Republic Bank  January 2015 - Present
First Republic Bank  January 2014 - Present
Wilshire Associates  September 2011 - December 2013
Osterweis Capital Management   June 2008 - June 2011
PETCO ANIMAL SUPPLIES  January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS  January 2006 - January 2007

Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales

Education
University of California, San Diego   2003 — 2006
B.S, Management Science

Gabrielino High School

James O'Grady James O'Grady San Francisco Bay Area Details
James O'Grady's Osterweis Capital Management Experience November 2013 - Present
Job Performance Analyst at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management   November 2013 - Present
Insight Capital Research & Management  December 2011 - November 2013
Center for Economic Development  September 2007 - February 2009
Economics Department, California State University, Chico   January 2007 - January 2008

Skills
Microsoft Excel, Project Management, Marketing, Management, Strategic Planning, Accounting, Portfolio Management, Public Relations, Social Media, Team Building, Teaching, Negotiation, Marketing Strategy, Auditing, Account Management, Contract Negotiation, Account Reconciliation

Education
St. Mary's College of California   2010 — 2012
Master of Business Administration (MBA), Finance

California State University-Chico   2003 — 2007
Bachelor's Degree, Economics

California State University-Chico   2003 — 2007
Bachelor's Degree, Marketing

St. Francis High School

Aileen Call Aileen Call San Mateo, California Details
Aileen Call's Osterweis Capital Management Experience June 2000 - January 2003
Job Vice President/Fixed Income Trading at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust Company  September 2003 - Present
Osterweis Capital Management   June 2000 - January 2003
Franklin Templeton Investments  July 1994 - June 2000

Education
University of San Francisco
BS, Accounting

Helen McEvoy Helen McEvoy San Francisco, California Details
Helen McEvoy's Osterweis Capital Management Experience June 2015 - August 2015
Job Research Intern at Osterweis Capital Management
Industry
Experience
Osterweis Capital Management   June 2015 - August 2015

Education
Middlebury College   2012 — 2016

Dan Stubbs Dan Stubbs San Francisco Bay Area Details
Dan Stubbs's Osterweis Capital Management Experience January 1996 - August 1997
Job
Industry Medical Devices
Experience
Vital Connect, Inc.   February 2014 - Present
Johnson & Johnson  September 2002 - January 2013
Johnson & Johnson  September 1997 - August 2002
Osterweis Capital Management   January 1996 - August 1997
RadioMail/Motorola   January 1994 - December 1995
Prudential Capital Group  August 1987 - January 1994

Skills
Business Development, Acquistions, Strategic Partnerships, Licensing, Negotiation, Due Diligence, Strategic Planning, Investment Valuation, Intellectual Property, Financial Analysis, Financial & Operational..., Stock Research, Portfolio Management, Private Placements, Legal Contract Review, Corporate FP&A, Deal Structures, Cross-functional Team..., Preparation of Business..., Medical Devices, Commercialization, Market Development, Competitive Analysis, Product Launch, Product Management, Biotechnology, Pharmaceutical Industry, Strategy, Leadership, Start-ups, Investments, Product Development, Finance, Corporate Finance, Global Marketing, Valuation, Forecasting

Education
Harvard Business School   2001 — 2003
MBA, General Management, Finance

Georgia Institute of Technology   1983 — 1987
BS, Industrial and Systems Engineering, Summa Cum Laude

Hillary R. Hoff Hillary R. Hoff Somerville, Massachusetts Details
Hillary R. Hoff's Osterweis Capital Management Experience June 2007 - June 2009
Job International Programs Staff Assistant III (Global Health and Population Department) at Harvard School of Public Health
Industry Nonprofit Organization Management
Experience
Harvard School of Public Health  July 2013 - July 2014
Lesley University  August 2012 - February 2013
Sonoma Enoteca   June 2011 - April 2012
Chicago Language Services   January 2011 - April 2011
Emerging Voices Volunteer Program   November 2010 - April 2011
Summer Search  June 2009 - November 2010
Osterweis Capital Management   June 2007 - June 2009

Skills
Fundraising, Event Planning, Non-profits, Event Management, Grants, Research, Marketing, Management, Teaching, Youth Development, Program Development, Leadership, Volunteer Management, Community Outreach, Grant Writing, Microsoft Office, Program Evaluation, Prospect Research, Workshop Facilitation, Nonprofits, Social Media, Public Speaking, Recruiting

Education
University of San Francisco   2006 — 2008
BA, Sociology, Business

Linfield College   2004 — 2006
BA, Sociology, Business

Julie Ann Hoffman Julie Ann Hoffman Colorado Springs, Colorado Area Details
Julie Ann Hoffman's Osterweis Capital Management Experience August 1993 - October 1995
Job Senior Instructor at University of Colorado, Colorado Springs
Industry Higher Education
Experience
University of Colorado, Colorado Springs  August 2005 - May 2014
University of Colorado, Colorado Springs  August 2007 - May 2012
Community College of Aurora  August 2005 - July 2006
Miller-Motte Technical College  July 2003 - April 2005
Goose Creek High School  August 2002 - May 2003
Ruffin High School   August 2000 - January 2001
Legare, Bailey and Streetman   October 1999 - August 2000
Waldenbooks  October 1997 - October 1999
Chameleon Color Cards   October 1996 - October 1997
Osterweis Capital Management   August 1993 - October 1995

Skills
Research, Writing, Grant Writing, Conferences, Editing, Collaborative, Teamwork, Team Leadership, Deadline Management, Organizing, Attention To Detail, Mentoring, Training & Development, Event Planning, Teaching, LexisNexis, Westlaw, Fast Learner, Microsoft Office, Filemaker Pro, Public Speaking, Employee Training, Adult Education

Education
The Citadel   2000 — 2002
Masters of Arts in Teaching, English

University of Maryland College Park   1986 — 1989
Bachelors of Arts, English

Dawn DeMarcus Dawn DeMarcus San Francisco Bay Area Details
Dawn DeMarcus's Osterweis Capital Management Experience April 1999 - May 2006
Job Cash Management & Accounting at Pacific Maritime Association
Industry Maritime
Experience
Pacific Maritime Association  December 2008 - Present
Kreuzberger & Associates  September 2007 - December 2008
Osterweis Capital Management   April 1999 - May 2006
State Street Bank  January 1998 - December 1998

Skills
Cash Management, Accounting, Financial Reporting, Budget Analysis, Forecasting, Financial Fraud..., Investments, Expense Management, Excel, Oracle Financials, Quickbooks, Crystal Reports, Quicken, Lacerte, Maximizer, Microsoft Office, General Ledger, Bank Relationship..., Customer Service, Campaign Treasurer, Accounts Payable, Account Reconciliation, Accruals, Auditing, Banking, Budgets, Corporate Finance, Analysis, Internal Controls, Microsoft Excel, Oracle E-Business Suite, QuickBooks

Education
Humboldt State University
B.S., Business Administration

Humboldt State University
B.A., Studio Art

Hank Holiday Hank Holiday San Francisco, California Details
Hank Holiday's Osterweis Capital Management Experience June 2006 - September 2007
Job CEO & CoFounder of Knowledgestreem, Business Intelligence for Airware.
Industry Computer Software
Experience
Airware  November 2014 - Present
Independent  April 2010 - Present
Knowledgestreem   November 2009 - Present
Granicus, Inc.   September 2007 - May 2010
Osterweis Capital Management   June 2006 - September 2007
Ford Graphics  October 2005 - June 2006

Skills
Project Management, Graphic Design, MySQL, Java, Training, Web Development, Cloud Computing, Enterprise Software, SaaS, Salesforce.com, Web 2.0, PHP, Lean Startup, Business Process Design, Software Architectural..., User Experience Design, Collaborative Innovation, Leadership, Professional Mentoring, Early-stage Startups, Startup Development, Startup Coaching, Apex Programming, Visual Force, Force.com Sites, jQuery, JavaScript, Report Building, Product Management, CRM, Management, Software Development, User Experience, Agile Project Management, Sales Operations, Mobile Devices

Education
University of California, San Diego   2000 — 2005
B.S., Electrical Engineering, Machine Intelligence, Pattern Recognition, Engineering

Tracy Jacks Tracy Jacks San Francisco, California Details
Tracy Jacks's Osterweis Capital Management Experience August 2013 - Present
Job Marketing Assistant at Osterweis Capital Management
Industry Financial Services
Experience
Osterweis Capital Management   August 2013 - Present
Fidelity Investments  September 2011 - August 2013
Pongo Resume  January 2011 - July 2011
Self-Employed  February 2010 - January 2011
FLM Graphics  September 2010 - December 2010
Workscape, Inc.   September 2009 - February 2010
Fidelity Investments  January 2009 - September 2009
Fidelity Investments  February 2006 - December 2008
Sun Chronicle   September 2005 - December 2005
Public Consulting Group, Inc.   July 2001 - July 2003

Skills
Project Management, Copy Editing, Social Media, Internal Communications, Editing, Corporate Communications, Marketing Communications, Content Development, Public Relations, Social Media Marketing, Newsletters, Email Marketing, Strategic Communications, Press Releases, Microsoft Office, Online Advertising, Technical Writing, Adobe Acrobat, Content Management, Blogging

Education
Animal Behavior College   2009 — 2010
Training Certification, Dog Obedience

Boston University   2004 — 2006
MS, Print Journalism

Ithaca College   1997 — 2001
BS, Corporate Communication

Emma Kaufman Emma Kaufman Philadelphia, Pennsylvania Details
Emma Kaufman's Osterweis Capital Management Experience December 2013 - January 2014
Job Merchandising Assistant at Lolli and Pops, Inc.
Industry Retail
Experience
Lolli and Pops, Inc.   July 2014 - Present
Osterweis Capital Management   December 2013 - January 2014
Warner Bros. Records  June 2013 - August 2013
The Maureen and Mike Mansfield Foundation  May 2011 - August 2011
Lotus General Contractors, Inc.   March 2010 - August 2010

Skills
Highly self-motivated, Thinking Outside The Box, Time Management, Organization, Critical Thinking, Public Speaking, Presentations, Diligent, Reliable, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Soundscan, Mediabase, iContact, Photoshop, Friendly Personality, Dependable Team Player, Loyal, Positivity, Research, Conscientious, Team Leadership, Creative Problem Solving, People Skills, Communication, Group Projects, Organizational..., Data Analysis, Chinese, English, Russian, Japanese, Social Media, Microsoft Office, Customer Service, Event Planning

Education
University of Pennsylvania   2010 — 2014
Bachelor of Arts (BA), East Asian Languages and Civilizations: Dual Concentration in Chinese and Japanese

Harvard Beijing Academy   2012 — 2012
Harvard Summer Program, Chinese Language Only Pledge, Advanced Chinese Language

The Bay School of San Francisco   2006 — 2010

Carl Kaufman Carl Kaufman San Francisco Bay Area Details
Carl Kaufman's Osterweis Capital Management Experience April 2002 - Present
Job VP at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management   April 2002 - Present
Robertson Stephens  May 1999 - April 2002
Merrill Lynch  October 1978 - May 1999

Skills
Hedge Funds, Fixed Income, Investments, Equity Research, Capital Markets, Equities, Trading, Alternative Investments

Education
NYU Stern School of Business   1978 — 1980
Business Administration

Harvard University   1973 — 1977
BA, Music

Longy School of Music   1972 — 1973
Music

Marianne Moser Marianne Moser San Francisco Bay Area Details
Marianne Moser's Osterweis Capital Management Experience 2013 - Present
Job Financial Services Industry
Industry Financial Services
Experience
Osterweis Capital Management   2013 - Present
Maverick Capital  September 2012 - 2013
JMP Securities  2010 - September 2012
DEUTSCHE BANK / RREEF   2002 - 2009
CUSHMAN & WAKEFIELD  2004 - 2005
Frette  2002 - 2005

Skills
Real Estate, Investments, Project Management, Residential Homes, Commercial Real Estate, Real Estate Development, Retail, Property Management, Valuation, Due Diligence, Marketing, Investment Properties

Education
COLUMBIA UNIVERSITY   2005 — 2006
Master of Science, Real Estate Development

University of California, Berkeley
BA City Planning, emphasis in Architecture

Erik Welke Erik Welke San Francisco Bay Area Details
Erik Welke's Osterweis Capital Management Experience April 2007 - Present
Job Manager of Trade Support at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management   April 2007 - Present
MyVest  February 2003 - April 2007
RCM Global Investors   February 1997 - February 2003
Wells Fargo  June 1995 - January 1997
Insight Capital Research & Management  October 1993 - June 1995

Skills
Corporate Actions, Investments, Trading, Bloomberg, Hedge Funds, Equities, Back Office, Trading Systems, DTC, Fixed Income, Electronic Trading, Securities, Order Management, Charles River IMS, Market Data, Post-trade, Omgeo Oasys, Operations, Eagle Investment Systems

Education
University of California, San Diego
Bachelor of Arts (B.A.), Political Science & Economics

Golden Gate University
Graduate Certificate in Financial Planning (requirement for CFP examination)

Chester Brown Chester Brown New York, New York Details
Chester Brown's Osterweis Capital Management Experience January 2013 - March 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley  June 2014 - August 2014
Sperry, Mitchell & Company   January 2014 - March 2014
Osterweis Capital Management   January 2013 - March 2013
The Essential Learning Group   June 2010 - July 2010
Mercy Corps  June 2009 - August 2009

Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, English, Economics, Mandarin

Education
Dartmouth College   2011 — 2015
Bachelor of Arts (B.A.), Applied Mathematics, Cum Laude

Beijing Normal University   2012 — 2012
Bachelor's degree, Chinese Language and Literature

Lick-Wilmerding High School   2008 — 2011

Savannah Hudson Savannah Hudson Las Vegas, Nevada Details
Savannah Hudson's Osterweis Capital Management Experience June 2012 - August 2012
Job San Francisco State University
Industry International Trade and Development
Experience
DocuSign  January 2015 - May 2015
Osterweis Capital Management   June 2012 - August 2012
RS Investments  June 2011 - November 2011
Criterion Capital Managment   June 2010 - August 2010
California Charter Schools Association  June 2008 - August 2009
San Francisco Fire Department  February 2006 - May 2008

Skills
International..., International Relations, Microsoft Office, Research, Policy Analysis, Public Speaking, Nonprofits, Social Media, English, Politics, Strategic Planning, Project Management, Program Management, Editing, Public Policy, Capacity Building, Microsoft Excel, Public Relations, Spanish, PowerPoint, Human Rights, Policy, Government, Finance, Training

Education
San Francisco State University   2012 — 2015
Bachelor’s Degree, International Relations and Business

San Francisco State University   2012 — 2015
Bachelor's degree, International Relations and Affairs

Saadiya Ismail Saadiya Ismail Mill Valley, California Details
Saadiya Ismail's Osterweis Capital Management Experience June 2015 - September 2015
Job Marketing and Recruiting Intern at Premier Staffing Inc.
Industry
Experience
Osterweis Capital Management   June 2015 - September 2015
Wells Fargo  February 2015 - February 2015
Premier Staffing Inc.  June 2014 - August 2014
The MAJOR Fund   January 2014 - June 2014
UCLA Department of Urology  October 2013 - June 2014
Bank of America  July 2013 - August 2013
Mathnasium - The Math Learning Center  April 2013 - June 2013
California Film Institute  October 2012 - December 2012

Skills
Research, Customer Service, Social Media, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Community Outreach, Leadership, Social Networking

Education
University of California, Los Angeles   2013 — 2017

Jenny Fung Jenny Fung San Francisco Bay Area Details
Jenny Fung's Osterweis Capital Management Experience February 2010 - Present
Job
Industry Investment Management
Experience
Osterweis Capital Management   February 2010 - Present
JPMorgan Private Bank  September 2005 - May 2009
National Parks Conservation Association  2005 - 2005
Backroads  1998 - 2005
Achieva  1999 - 2000
University of California, Berkeley  1996 - 1998

Education
University of Michigan - Stephen M. Ross School of Business
MBA

University of California, Berkeley
B.S.

Sean Saulsbury Sean Saulsbury San Francisco Bay Area Details
Sean Saulsbury's Osterweis Capital Management Experience November 2014 - Present
Job Senior IT Systems Administrator at Osterweis Capital Management
Industry Information Technology and Services
Experience
Osterweis Capital Management   November 2014 - Present
Annie's Inc.   April 2011 - August 2014
Swinerton Incorporated  2004 - 2011
Swinerton Incorporated  1999 - 2004
Professional Consulting Group   1998 - 1999
Dillingham &Murphy, LLP, San Francisco, CA   1996 - 1998

Skills
VMware, Virtualization, Microsoft Exchange, Citrix, Microsoft Technologies, SharePoint, Network Administration, Project Management, Windows Server, VMware ESX, Group Policy, Veeam, Terminal Services, WSUS, Storage, Help Desk Support, VDI, Citrix Metaframe, Cloud Computing, Technical Writing, Technical Training, Windows 7, Active Directory, Disaster Recovery, Technical Editing, Windows Server 2008, Powershell

Education
University of Puget Sound
B.A., Politics and Government

University of California, Berkeley

Paula Judge Paula Judge San Francisco Bay Area Details
Paula Judge's Osterweis Capital Management Experience 1997 - 2000
Job Senior Director, Talent Acquisition at Palo Alto Networks
Industry Staffing and Recruiting
Experience
Palo Alto Networks  December 2013 - Present
Palo Alto Networks  April 2013 - Present
Heidrick & Struggles  November 2006 - April 2013
The Robert Toigo Foundation   June 2000 - August 2006
Osterweis Capital Management   1997 - 2000
San Francisco Ballet  1991 - 1995
Berklee College of Music  1989 - 1991

Skills
Executive Search, Recruiting, Program Management, Marketing, Venture Capital, Staff Development, Talent Acquisition, Professional Services, Business Development

Education
UCLA   1984 — 1989
BA, History

Dorothy Militar Dorothy Militar San Francisco Bay Area Details
Dorothy Militar's Osterweis Capital Management Experience September 2014 - Present
Job Director of Operations at Osterweis Capital Management
Industry Financial Services
Experience
Osterweis Capital Management   September 2014 - Present
J.P. Morgan   July 2012 - May 2014
AXA Rosenberg  September 2011 - June 2012
AXA Rosenberg  January 2007 - August 2011
AXA Rosenberg  March 1988 - January 2007

Skills
SME Institutional..., Asset Managment, Bloomberg, Investment Management, Trading Systems, Equity Trading, FX Options, Middle Office, Asset Management, Investments, Trading, Settlement, Portfolio Management, Capital Markets, Start-ups, Institutional, Valuation, Derivatives, Asset Allocation, Global Operations, Corporate Finance

Education
University of California, Berkeley   1981 — 1985
Bachelor of Arts, French Literature

Université Paris Sorbonne   1984 — 1984
Summer, French Literature

St. John Ursuline

Dede Dunegan Dede Dunegan San Francisco Bay Area Details
Dede Dunegan's Osterweis Capital Management Experience June 2000 - October 2004
Job Experienced Registered Investment Adviser / Investment Company CCO Seeking a New Opportunity
Industry Investment Management
Experience
Wells Fargo  October 2004 - October 2014
Osterweis Capital Management   June 2000 - October 2004
Charles Schwab Investment Management  1999 - 2000
Dresdner RCM Global Investors  1992 - 1999
Equitable Capital Management   1989 - 1992
Fried Frank  1986 - 1989

Education
American University
Bachelor's Degree

Bryan Wong, CFA Bryan Wong, CFA San Francisco Bay Area Details
Bryan Wong, CFA's Osterweis Capital Management Experience July 2014 - Present
Job Osterweis Capital
Industry Investment Management
Experience
Osterweis Capital Management   July 2014 - Present

Skills
Value Investing, Equity Research, Financial Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)

Yale University   2001 — 2005
B.A.

San Francisco University High School   1997 — 2001

Shannon Horton Shannon Horton San Francisco Bay Area Details
Shannon Horton's Osterweis Capital Management Experience December 2005 - March 2007
Job Deputy CCO at KKR Asset Management
Industry Financial Services
Experience
KKR Asset Management   December 2011 - Present
Nelson Capital Management, LLC   January 2010 - November 2011
Wells Fargo  2007 - 2010
Osterweis Capital Management   December 2005 - March 2007
JP Morgan Partners  April 2000 - May 2005

Skills
Private Equity, Alternative Investments, Asset Management, Due Diligence, Equities, Finance, Hedge Funds

Education
Colgate University
Bachelor of Arts, Political Science

Philip Cramer Philip Cramer San Francisco Bay Area Details
Philip Cramer's Osterweis Capital Management Experience January 2014 - Present
Job Business Data Analyst at Osterweis Capital Management
Industry Legal Services
Experience
Osterweis Capital Management   January 2014 - Present
Guidance Software  October 2005 - January 2014
State Street  November 2002 - August 2005
KPMG Consulting / Farrington Assoc.   January 2002 - April 2002
Homeruns.com  July 2000 - July 2001
Liberty Mutual Insurance  May 1998 - July 2000
Digital Equipment Corporation  1995 - 1998

Skills
SQL, Oracle SQL, PL/SQL, C, C++, Python, VB.NET, ETL, Access, Litigation Support, Analytics, Microsoft SQL Server, Unix, Oracle, Databases, Business Intelligence, Software Documentation

Education
University of Massachusetts, Amherst   1994 — 1996
Master of Science, Electrical and Computer Engineering, 3.8

Central Connecticut State University   1987 — 1991
Bachelor of Science, Computer Science, 3.2

Sharron Zhao Sharron Zhao San Francisco Bay Area Details
Sharron Zhao's Osterweis Capital Management Experience 2000 - 2013
Job Vice President, Fund Accounting Manager
Industry Financial Services
Experience
Conifer Financial Services  2014 - Present
Osterweis Capital Management   2000 - 2013
RS Investments  1997 - 2000
Legg Mason  1996 - 1997

Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Analysis, Investment Operations, Reconciliations, Fixed Income, Internal Controls, Alternative Investments, Reconciliation, Asset Management, Valuation, Financial Accounting, Venture Capital

Education
La Salle University
Master of Business Administration (MBA)

Shanghai University of Finance and Economics

Frank Diebold Frank Diebold San Francisco Bay Area Details
Frank Diebold's Osterweis Capital Management Experience July 2015 - Present
Job Research Associate at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management   July 2015 - Present
Jefferies LLC  September 2012 - June 2015
MetLife Investments  June 2011 - August 2012
T. Rowe Price  July 2010 - September 2010
GE Capital  April 2010 - June 2010

Education
University of Pennsylvania   2007 — 2011
B.A., History and Philosophy of Science and Technology

The Haverford School   2003 — 2007

Georgetown University

Amanda Heinemann Amanda Heinemann San Francisco Bay Area Details
Amanda Heinemann's Osterweis Capital Management Experience June 2012 - August 2012
Job Business Associate at Visa, Inc.
Industry Financial Services
Experience
Visa  August 2015 - Present
Goldman Sachs  June 2014 - August 2014
DocuSign  June 2013 - September 2013
Osterweis Capital Management   June 2012 - August 2012
Osterweis Capital Management   April 2011 - June 2011

Skills
Research, PowerPoint, Social Networking, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Social Media Marketing, Event Planning, Public Speaking

Education
Stanford University   2011 — 2015
Bachelor of Science (BS)

Institut supérieur d'Electronique de Paris   2013 — 2013

The Branson School   2007 — 2011