Osterweis Capital Management
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Osterweis Capital Management Employees
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
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
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
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
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
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
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
Osterweis Capital Management June 2015 - August 2015
Education
Middlebury College 2012 — 2016
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
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
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
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
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
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
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
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
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
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)
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
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
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
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.
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
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
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
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
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
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
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
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
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
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