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Osterweis Capital Management Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Osterweis Capital Management is a San Francisco–based investment management firm founded in 1983 by John S. Osterweis to serve high net worth individuals, foundations and endowments. As an independently owned organization, it operates with autonomy to prioritize clients' interests and delivers investment management through separately managed accounts and mutual funds.

The Osterweis Funds are advisory products managed by Osterweis Capital Management and distributed by Quasar Distributors, LLC, and they are available by prospectus. Prospectuses outline the funds' investment objectives, risks and fees and should be reviewed before investing. In 2022, Osterweis announced the integration of the Zeo Capital Advisors team and the acquisition of Zeo assets, signaling expansion through partnerships.

Find Osterweis Capital Management employees' phone numbers or email addresses

Osterweis Capital Management Global Highlights

Location
Employees

North America
94

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  • United States Of America
    94

Asia
1

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  • India
    1

Osterweis Capital Management's Leadership

  • Vice President & Manager Of Portfolio Accounting at Osterweis Capital Management
    L. B.
    Vice President & Manager Of Portfolio Accounting
    Mobile Phone
  • President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director at Osterweis Capital Management
    J. O.
    President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director
    Mobile Phone
  • Co-President And Co-Chief Executive Officer at Osterweis Capital Management
    C. H.
    Co-President And Co-Chief Executive Officer
    Mobile Phone
  • Partner And Portfolio Manager at Osterweis Capital Management
    B. W.
    Partner And Portfolio Manager
    Mobile Phone
  • Vice President, Director Of Human Resources & Administraton at Osterweis Capital Management
    M. S.
    Vice President, Director Of Human Resources & Administraton
    Mobile Phone
  • Manager at Osterweis Capital Management
    B. G.
    Manager
    Mobile Phone
  • Hedge Fund Manager at Osterweis Capital Management
    C. H.
    Hedge Fund Manager
    Mobile Phone
  • Senior Manager at Osterweis Capital Management
    J. C.
    Senior Manager
    Mobile Phone

Osterweis Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Human Resources
  • Community & Social Services
  • Information Technology
  • Other
  • Consultant

Contact profiles from Osterweis Capital Management

Name
Title
Contact
Location
Last Update
  • Graphic Design Specialist And Accounting Assistant at Osterweis Capital Management
    I. U.
    Graphic Design Specialist And Accounting Assistant
    Mobile Phone
    Oct 16, 2024
  • Analyst at Osterweis Capital Management
    L. B.
    Analyst
    Mobile Phone
    Oct 22, 2024
  • Employee at Osterweis Capital Management
    S. E.
    Mobile Phone
    Sep 06, 2026

Frequently Asked Questions

What is Osterweis Capital Management known for?

Minus sign iconPlus sign iconOsterweis Capital Management was founded in 1983 and operates in the Investment Management industry. You can contact Osterweis Capital Management's main corporate office by phone at
+1-415-434-****
. 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 iconOsterweis Capital Management employees' email format typically follows the pattern of First.Last@osterweis.com. 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 iconOsterweis Capital Management has approximately 73 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

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

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As of September 2026, 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.

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