Jim Callinan

Chief Investment Officer at

Osterweis Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. James L.
Callinan, CFA MBA, is a Chief Investment Officer at Osterweis Capital Management, Inc. He is also a Principal of the firm and responsible for the emerging growth strategy.
Prior to joining Osterweis Capital Management in 2016, he was the CEO of Callinan Asset Management and Portfolio Manager of the Emerging Growth Partners, LP.
Before that, Mr. Callinan was Co-Founder & Chief Investment Officer at RS Investments and founded the RS Concentrated Small Cap Growth investment strategy.
He also co-founded the RS Growth Group LLC at Robertson Stephens Investment Management in 1996.
He began his career at Putnam Investments as an Equity Research Analyst in 1987.
Mr. Callinan received his Bachelor of Arts in Economics from Harvard College, a Master of Science in Accounting from New York University and MBA from Harvard Business School.
He holds the Chartered Financial Analyst designation.

Jim Callinan 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 Investment Officer	2015-12-31

All active positions of Jim Callinan

Former positions of Jim Callinan

Companies	Position	End
RS Investment Management Co. LLC RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies.	Chief Investment Officer	2009-12-31
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Analyst-Equity	1993-12-31

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Private companies	5
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
RS Investment Management Co. LLC RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies.	Finance
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services