Catherine C. Halberstadt
Chief Executive Officer at Osterweis Capital Management, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| John Steven Osterweis | M | - |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 41 years |
| Carl Philip Kaufman | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 22 years |
| Bryan Wong | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 10 years |
| Greg Hermanski | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 22 years |
| Venkatesh Muniswamy Reddy | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 2 years |
| Jim Callinan | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 8 years |
| Bradley M. Kane | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 11 years |
| Ben Lyon | M | - |
University of San Francisco
| 34 years |
| Nael Fakhry | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 13 years |
| Tom Davidson | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 21 years |
| Matthew Unger | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 8 years |
| Daniel Sepil Oh | M | 48 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 6 years |
| Craig Leonard Manchuck | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 7 years |
| Eddy Samuel Vataru | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 8 years |
| John Sheehan | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 6 years |
| Marcus N. Moore | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matt Berler | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Henning Eskild Jensen | M | 62 |
University of San Francisco
| 11 years |
| Maulana Jusuf | M | - |
University of San Francisco
| 5 years |
| Lip Chin Ho | M | 55 |
University of San Francisco
| 5 years |
| Karen L. Cooper | F | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Gary L. Cooper | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Michelle A. Swager | F | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Chester Gregory Chappell | M | - |
University of San Francisco
| 3 years |
| Patricia Philbrook | F | 68 |
University of San Francisco
| 4 years |
| Mohamed Jamaluddin Al-Saati | M | - |
University of San Francisco
| 1 years |
| Sveinung J. S. Støhle | M | 66 |
University of San Francisco
| 2 years |
| Lap Tat Wong | M | 64 |
University of San Francisco
| 4 years |
| Megan B. Stermer | F | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Doretta L. Dunegan | F | 67 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 4 years |
| Michael Mai | M | 64 |
University of San Francisco
| 1 years |
| Michael Paetsch | M | - |
University of San Francisco
| 1 years |
| Nilofer Merchant | F | 56 |
University of San Francisco
| 4 years |
| Kay Leong Poh | M | 53 |
University of San Francisco
| 4 years |
| Nee Peng Loh | M | 56 |
University of San Francisco
| 4 years |
| Tin Sing Lam | M | 60 |
University of San Francisco
| 4 years |
| Todd S. Allen | M | - |
Westamerica Bank
 Westamerica Bank Regional BanksFinance Westamerica Bank engages in the provision of consumer and commercial financing activities. The company was founded in 1884 and is headquartered in San Rafael, CA. | - |
| Candra Ciputra | M | 60 |
University of San Francisco
| 4 years |
| Paolo Cadario | M | - |
University of San Francisco
| 4 years |
| Cristina Palma-Gil Fernandez | F | 53 |
University of San Francisco
| 4 years |
| Rerngchai Inkapakorn | M | 68 |
University of San Francisco
| 4 years |
| Frank Dean | M | - |
University of San Francisco
| 1 years |
| Rudianto Darmawan Santoso | M | 57 |
University of San Francisco
| 4 years |
| Surya Ismail Bahari | M | 61 |
University of San Francisco
| 4 years |
| Prachaya Kulvanichpisit | M | - |
University of San Francisco
| 3 years |
| Ron Storn | M | - |
University of San Francisco
| 4 years |
| Lai Thong Gan | M | 59 |
University of San Francisco
| 2 years |
| Anita Marta | F | 57 |
University of San Francisco
| 2 years |
| Þórunn Pálsdóttir | F | - |
University of San Francisco
| 2 years |
| Graeme M. Coomber | M | - |
University of San Francisco
| 2 years |
| Saira Nayak | F | - |
University of San Francisco
| 4 years |
| Gu Yi Wu | F | 66 |
University of San Francisco
| 4 years |
| Joe Schlater | M | - |
University of San Francisco
| 4 years |
| Frank Kelly | M | - |
University of San Francisco
| 4 years |
| Frank Diebold | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 4 years |
| Risming Andyanto | M | 53 |
University of San Francisco
| 4 years |
| Jon Andrew Borchardt | M | - |
University of San Francisco
| 2 years |
| Carla Tarazi | F | - |
University of San Francisco
| 4 years |
| Gregory Anson Alves | M | 58 |
University of San Francisco
| 4 years |
| Mark Ziebell | M | 60 |
University of San Francisco
| 4 years |
| Rannveig Rist | F | 63 |
University of San Francisco
| 2 years |
| Cynthia Mui Yee | F | - |
University of San Francisco
| 4 years |
| William Delgado | M | 63 |
University of San Francisco
| 4 years |
| David M. Hoffmeister | M | - |
University of San Francisco
| 3 years |
| Christophe Dumoulin | M | 62 |
University of San Francisco
| 2 years |
| Sasha Kovriga | M | 51 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Steve P. Moore | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Erik J. Sens | M | - |
University of San Francisco
| 4 years |
| Michael Hughes | M | 63 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 3 years |
| Zack W. Perry | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 6 years |
| Giorgio Giannino Valerio | M | 58 |
University of San Francisco
| 4 years |
| Larry Cordisco | M | 55 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Christopher Lytle | M | 54 |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 5 years |
| Nick M. Graves | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Newlin Rankin | M | - |
University of San Francisco
| 4 years |
| Simon T. Lee | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | 9 years |
| Howard Mah | M | 59 |
University of San Francisco
| 2 years |
| Juan Yépez | M | 64 |
University of San Francisco
| 4 years |
| Brendan O'Neil | M | - |
University of San Francisco
| 3 years |
| Mary Contreras | F | - |
University of San Francisco
| 1 years |
| William Jordan | M | 52 |
University of San Francisco
| 4 years |
| Deepak Kumar | M | - |
University of San Francisco
| 2 years |
| Cindy Yeung | F | 59 |
University of San Francisco
| 4 years |
| Patrick Howard | M | 48 |
University of San Francisco
| 4 years |
| Norman Ko | M | 59 |
University of San Francisco
| 2 years |
| Hajjah Hanifah Hajar Taib | F | 50 |
University of San Francisco
| 4 years |
| Bambang Rudijanto Tanoesoedibjo | M | 60 |
University of San Francisco
| 2 years |
| Chris Lilienthal | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Joe L. Freihammer | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| Ciputra | M | 92 |
University of San Francisco
| 2 years |
| Michael Cheung | M | - |
University of San Francisco
| 4 years |
| Mei-Yu Chiu Lin | F | 76 |
University of San Francisco
| 1 years |
| Luke Lirot | M | 68 |
University of San Francisco
| 3 years |
| Brad Dezurick | M | - |
University of San Francisco
| 3 years |
| Scott T. Ulaszek | M | - |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | - |
| John Sylvia | M | 66 |
University of San Francisco
| 4 years |
| Gabriella A. Lombardi | F | - |
University of San Francisco
| 3 years |
| Nathan Zibilich | M | - |
University of San Francisco
| 4 years |
| Paul O. Larsen | M | - |
University of San Francisco
| 2 years |
| Yong Shu | M | - |
University of San Francisco
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Catherine C. Halberstadt
- Personal Network
