Osterweis Capital Management Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront.

The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance.

Mutual fund investing involves risk. Principal loss is possible.

Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC

Please see our Social Media section on the Osterweis Terms & Conditions page for additional disclosures: https://www.osterweis.com/terms.

Find Osterweis Capital Management employees' phone numbers or email addresses

Osterweis Capital Management Global Highlights

Location
Employees

North America
90

Minus sign iconPlus sign icon
  • United States Of America
    90

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Osterweis Capital Management's Leadership

  • Stylized image of a person
    L. B.
    Vice President & Manager Of Portfolio Accounting
    Phone icon
  • Stylized image of a person
    J. O.
    President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director
    Phone icon
  • Stylized image of a person
    C. H.
    Co-President And Co-Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. W.
    Partner And Portfolio Manager
    Phone icon
  • Stylized image of a person
    M. S.
    Vice President, Director Of Human Resources & Administraton
    Phone icon
  • Stylized image of a person
    M. M.
    Independent Director
    Phone icon
  • Stylized image of a person
    J. A.
    Business Process Support Manager
    Phone icon
  • Stylized image of a person
    B. G.
    Manager
    Phone icon

Contact profiles from Osterweis Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. W.
    Partner And Portfolio Manager
    Phone icon
    Bay
    Dec 01, 2025
  • Stylized image of a person
    C. H.
    Co-President And Co-Chief Executive Officer
    Phone icon
    May 23, 2023
  • Stylized image of a person
    J. O.
    President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director
    Phone icon
    Aug 05, 2025
  • Stylized image of a person
    L. B.
    Vice President & Manager Of Portfolio Accounting
    Phone icon
    Jun 25, 2025
  • Stylized image of a person
    M. S.
    Vice President, Director Of Human Resources & Administraton
    Phone icon
    Nov 12, 2024
  • Stylized image of a person
    M. M.
    Independent Director
    Phone icon
    United StatesFlorida
    Nov 25, 2025
  • Stylized image of a person
    J. A.
    Business Process Support Manager
    Phone icon
    United StatesMassachusetts
    Nov 12, 2025
  • Stylized image of a person
    B. G.
    Manager
    Phone icon
    Sep 27, 2024
  • Stylized image of a person
    C. H.
    Hedge Fund Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Assistant Portfolio Manager
    Phone icon
    UNITED STATES
    Jun 08, 2025

Frequently Asked Questions

What is Osterweis Capital Management known for?

Minus sign iconPlus sign icon
Osterweis Capital Management was founded in 1983 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Osterweis Capital Management's company overview page for more information.

What is Osterweis Capital Management's most common email format?

Minus sign iconPlus sign icon
Osterweis Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Osterweis Capital Management email formats with LeadIQ.

How many employees does Osterweis Capital Management have currently?

Minus sign iconPlus sign icon
Osterweis Capital Management has approximately 69 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Osterweis Capital Management's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Osterweis Capital Management's key employees include:

  • Vice President & Manager Of Portfolio Accounting: L. B.
  • President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director: J. O.
  • Co-President And Co-Chief Executive Officer: C. H.
  • Partner And Portfolio Manager: B. W.
  • Vice President, Director Of Human Resources & Administraton: M. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.