Carl Philip Kaufman

Chief Executive Officer at

Osterweis Capital Management, Inc.

Finance

Consumer Services

Profile

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.

Carl Philip Kaufman active positions

Companies	Position	Start
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.	Chief Executive Officer	2002-04-30

All active positions of Carl Philip Kaufman

Former positions of Carl Philip Kaufman

Companies	Position	End
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	-

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Private companies	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