Catherine C. Halberstadt
Directeur Général chez Osterweis Capital Management, Inc.
Profil
Ms. Catherine C.
Halberstadt is a Co-President & Co-Chief Executive Officer at Osterweis Capital Management, Inc. She joined Osterweis in 1994 as part of the operations team.
Since then, she has progressively assumed more responsibility at the firm, most recently in the role of Chief Operating Officer and Chief Financial Officer.
Effective July 2017, she assumed the role of Co-President & Co-Chief Executive Officer.
She is also a Principal of the firm and is responsible for the President and CEO functions related to the firm’s non-investment matters, including operations, compliance, finance, technology, client relations, business development, marketing and human resources.
She is also a member of the firm’s Management Committee.
Prior to joining Osterweis Capital Management, she worked in the Treasury Department at Westamerica Bank as an Investment Operations Specialist.
Ms. Halberstadt received her Bachelor of Science in Business Administration from the University of San Francisco.
Postes actifs de Catherine C. Halberstadt
Sociétés | Poste | Début |
---|---|---|
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. | Directeur Général | 01/07/2017 |
Anciens postes connus de Catherine C. Halberstadt
Sociétés | Poste | Fin |
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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. | Corporate Officer/Principal | 31/12/1993 |
Formation de Catherine C. Halberstadt
University of San Francisco | Undergraduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 2 |
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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. | Finance |
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. | Finance |