Osterweis Capital Management
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 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:
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Verified contacts
54
available on Kipplo
LinkedIn employees
71
51 to 200 range
Open roles
—
no listings
Distinct roles
42
indexed titles
Tech stack
3
tools in use
Monthly traffic
758
organic / mo
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Decision-makers and verified team members
54 contacts with verified email or phone · masked until revealed.
- DM
Dorothy Militar
Director of Operations · Operations
EmailPhone - SS
Sharon Sintchak
Director of Client Relations · Customer/Client Service
EmailPhone - AS
Adam Slavin
Vice President, Portfolio Analyst & Trader · Finance & Accounting
EmailPhone - CK
Carl Kaufman
VP · General Business & Management
EmailPhone - MS
Mark Schug
Regional Investment Consultant · Finance & Accounting
EmailPhone - SR
Sean Ryan
Regional Investment Consultant · Finance & Accounting
EmailPhone - TJ
Tracy Jacks
Communications & Marketing Manager · Advertising & Marketing
EmailPhone - AH
Alan Hanagriff
Front Desk Coordinator · Operations
EmailPhone - CA
Caroline Allen
Private Client Coordinator · Customer/Client Service
EmailPhone
Showing 9 of 54 verified contacts
Top roles at Osterweis Capital Management
42 distinct titles indexed · top 10 shown.
- 2advisor relations associate
- 2business data analyst
- 2director of client relations
- 2graphic design specialist & accounting assistant
- 2regional investment consultant
- 1,,
- 1,,, &,
- 1advisory board member
- 1associate
- 1business development associate
- +32more titles
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