Osterweis Capital Management
Osterweis Capital Management

Osterweis Capital Management Management Team

Contact top employees from Osterweis Capital Management

Summary

Osterweis Capital Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Milwaukee, Wisconsin, USA. The number of employees ranges from 100 to 250. The annual revenue of Osterweis Capital Management varies between 25M and 100M. To connect with Osterweis Capital Management employee register on SignalHire.

Organization Website

osterweis.com

Social Links

facebooklinkedIn

Phone Number

(800) 700-3316, 1 415-434-4442

Industries

Headquarters Location

1 Maritime Plaza, San Francisco, California, 94111 US

Employees Size

100-200 employees

SIC Code

6199, 6411, 6282

DMA Code

Milwaukee Metropolitan Area

Founded

1983

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2004Privately
Held
25 - 100 15M $0
1916Privately
Held
25 - 100 5.2M $0
-Public
Company
100 - 250 26.5M $0
1992- 25 - 100 13.6M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Osterweis Capital Management shows a diverse range of experience levels:
3% have been with the company for less than 1 year11% for 1–2 years5% for 3–4 years11% for 5–7 years8% for 8–10 years62% have over 11 years of service at Osterweis Capital Management
Ex-employees positions
In Company
In New Company
Contact top employees from Osterweis Capital Management
Kim Tagle
Vice President, Chief Financial Officer
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Catherine Halberstadt
Co-President and Co-CEO
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Adam Slavin
Vice President, Portfolio Analyst & Trader
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Kara Formanek
Business Development Specialist
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Jenny Fung
Hedge Fund Investor Relations
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Jim Callinan
Chief Investment Officer, Emerging Growth Equities
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Annie Russell
Senior Compliance Analyst
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Chris Shayne
Content Marketing
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John Tavernetti
Chief Compliance Officer
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Emma Noizumi
Human Resources Associate
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Nael Fakhry
Co-Chief Investment Officer - Core Equity
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Michelle Swager
Director of Communications & Marketing
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Greg Hermanski
Co-CIO and Co-Lead Portfolio Manager Core Equity
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Natalie Belyea
Private Client Advisor
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Nicole Apodaca
Operations Associate
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AJ Schnetz
Executive Assistant at Osterweis Capital Management
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Robert Stilwell
Trade Operations
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Caitlin Berns
Advisor Relations Associate
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Jeremy Anderson
Business Process Support Manager
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Mark Schug
Regional Investment Consultant
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Philip Cramer
Business Data Analyst
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Erik Welke
Manager of Trade Support & Portfolio Analyst
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Sean Saulsbury
Senior Information Technology Administrator
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Jim OGrady
Senior Performance Analyst
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Tracy Jacks
Communications & Marketing Manager
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Bryan Wong
Partner and Portfolio Manager
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Gigi Shum
Client Relations Associate
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Dorothy Militar
Director of Operations
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Jillian Christopher
Performance Analyst
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FAQ

Osterweis Capital Management operates in the Finance industries. More details can be found on the official website: osterweis.com.
The headquarters of Osterweis Capital Management are located in San Francisco, United States.
You can contact Osterweis Capital Management by phone at (800) 700-3316, 1 415-434-4442.
Osterweis Capital Management currently employs 100-200 people.
You can contact Osterweis Capital Management by phone at (800) 700-3316, 1 415-434-4442, by email at institutionalservices@osterweis.com, through social media (Facebook, LinkedIn), or via the contact form on osterweis.com.
Osterweis Capital Management's revenue is approximately 37M.
Well-known competitors of Osterweis Capital Management include TPG-Axon Capital, Farm Credit East, ACA, Colbert Investment Management and CAP Advisors Inc..

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