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Carl Philip Kaufman
Directeur Général chez
Osterweis Capital Management, Inc.
Profil
Mr. Carl P.
Kaufman is a Co-President, Co-Chief Executive Officer & Managing Director of Fixed Income at Osterweis Capital Management, Inc. He is responsible for the firm’s investment matters and is a member of the firm’s Management Committee.
He is also a Principal of the firm and the lead Portfolio Manager for the strategic income strategy, which he has managed since its inception in May 2002.
He is also a lead Portfolio Manager for the flexible balanced strategy.
Prior to joining Osterweis Capital Management in May 2002, he was a Senior Member of the convertible bond team at Robertson Stephens, where he focused on technology and biotech securities.
Before that, he spent nineteen years with Merrill Lynch in their Institutional Sales office, specializing in convertible bond and equity sales and trading.
Mr. Kaufman received his Bachelor of Arts in Music, Cum Laude, from Harvard University and attended the New York University Graduate School of Business Administration.
Postes actifs de Carl Philip Kaufman
| Sociétés | Poste | Début |
|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Directeur Général | 01/05/2002 |
Anciens postes connus de Carl Philip Kaufman
| Sociétés | Poste | Fin |
|---|---|---|
Robertson Stephens, Inc.
 Robertson Stephens, Inc. Investment Banks/BrokersFinance Brokerage | Trading-Equity | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | - |
Formation de Carl Philip Kaufman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robertson Stephens, Inc.
Robertson Stephens, Inc. Investment Banks/BrokersFinance Brokerage | Finance |
