OSTERWEIS CAPITAL MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 109580). Regulatory assets under management: $7.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
Showing 25 of 46 people.
| Name | Role | Location |
|---|---|---|
| Catherine Halberstadt | CO-CEO AND CO-PRESIDENT; MEMBER | 92800 Puteaux, I0 |
| John Steven Osterweis | CHAIRMAN; TRUSTEE, OSTERWEIS REVOCABLE TRUST | — |
| John Foxon Tavernetti | CHIEF COMPLIANCE OFFICER | — |
| Gregory Scott Hermanski | TRUSTEE, HERMANSKI FAMILY TRUST | — |
| Carl Philip Kaufman | CO-CEO AND CO-PRESIDENT; TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST | — |
| Martha Elizabeth Angove | TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST | — |
| Rebecca Dawn Hermanski | TRUSTEE, HERMANSKI FAMILY TRUST | — |
| Sarah Chang | TRUSTEE, EUBANKS/CHANG FAMILY TRUST | — |
| Shawn Michael Eubanks | TRUSTEE, EUBANKS/CHANG FAMILY TRUST | — |
| Bradley Morgan Kane | TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 | — |
| Rachel Zenner Kane | TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 | — |
| John Scott Coleman | DIRECTOR | — |
| John Stephen Maclellan | DIRECTOR | — |
| Craig Leonard Manchuck | SHAREHOLDER | — |
| FRIEDMAN GLEN MICHAEL | DIRECTOR | — |
| COLEMAN RODNEY SCOTT | DIRECTOR | — |
| LEE JACK C | TRUSTEE, LEE FAMILY TRUST | — |
| DUNEGAN DORETTA LOUISE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| MACLELLAN JOHN STEPHEN | DIRECTOR | — |
| OSTERWEIS JOHN STEVEN | CHAIRMAN; CHAIRMAN AND CHIEF INVESTMENT OFFICER; CHAIRMAN, CHIEF EXECUTIVE OFFICER AND PRESIDENT (+3 more) | — |
| HELLMAN FREDERICK WARREN | CO-TRUSTEE, ADMINSTRATIVE TRUST UNDER THE HELLMAN FAMILY REVOCABLE TRUST; CO-TRUSTEE, PATRICIA CHRISTINA HELLMAN SURVIVOR'S TRUST, DATED DECEMBER 18, 2011; DIRECTOR (+1 more) | — |
| HELLMAN PATRICIA C | TRUSTEE, HELLMAN REVOCABLE TRUST | — |
| NICHTER PAMELA SUE | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER; CO- CHIEF OPERATING OFFICER & CO-CHIEF FINANCIAL OFFICER; VP/CFO/COO (+2 more) | — |
| TAVERNETTI JOHN FOXON | CCO; CHIEF COMPLIANCE OFFICER | — |
| BERLER MATTHEW KIP | PRESIDENT AND CEO; PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE, BERLER FAMILY TRUST (+1 more) | — |