John Steven Osterweis
Founder at Osterweis Capital Management, Inc.
Profile
Mr. John S.
Osterweis is a Founder, Chairman & Co-Chief Investment Officer at Osterweis Capital Management, Inc. He is on the Board of Directors at San Francisco Ballet Association.
He is a member of the firm’s Management Committee.
He is a Principal of the firm and the lead Portfolio Manager for the core equity and flexible balanced strategies.
After graduating from business school, he served as a Senior Analyst concentrating on the forest products and paper industry for several regional brokerage firms and later for E.F.
Hutton & Company, Inc. In addition to his activities as an analyst, Mr. Osterweis served as Director of Research for two firms and managed equity portfolios for ten years.
In late 1982, he decided to devote full time to his portfolio management activities, and in April of 1983 launched Osterweis Capital Management.
Mr. Osterweis received his Bachelor of Arts in Philosophy, Cum Laude, from Bowdoin College and an MBA in Finance, with Top Honors, from Stanford Graduate School of Business.
John Steven Osterweis active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 1983-03-31 |
San Francisco Ballet Association
 San Francisco Ballet Association Movies/EntertainmentConsumer Services San Francisco Ballet Association operates professional ballet programs and other related services. The firm performs the first American productions of Swan Lake and Nutcracker as well as the American Coppélia. The company was founded in 1933 and is headquartered in San Francisco, CA. | President | - |
Former positions of John Steven Osterweis
| Companies | Position | End |
|---|---|---|
| E. F. Hutton & Co. | Corporate Officer/Principal | - |
Summer Search
 Summer Search Miscellaneous Commercial ServicesCommercial Services Summer Search is a private company that believes in the importance of helping young people find their purpose. The company is based in San Francisco, CA. The company provides mentorship and summer experiences to support their students. | Corporate Officer/Principal | - |
Stanford Alumni Association
 Stanford Alumni Association Miscellaneous Commercial ServicesCommercial Services Stanford Alumni Association is a non-profit organization provides alumni relations program to Stanford alumni and students. It offers social, professional, and intellectual services. The company was founded in 1892 and is headquartered in Stanford, CA. | Corporate Officer/Principal | - |
Bowling Green-Warren County Community Hospital Corp.
 Bowling Green-Warren County Community Hospital Corp. Hospital/Nursing ManagementHealth Services Bowling Green-Warren County Community Hospital Corp. provides medical and surgical services. Its services includes emergency medical, behavioral health, maternity, outpatient and medical staff services. The company was founded in 1926 and is headquartered in Bowling Green, KY. | Corporate Officer/Principal | - |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | Director/Board Member | - |
Training of John Steven Osterweis
| Bowdoin College | Undergraduate Degree |
| Stanford Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
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 |
San Francisco Ballet Association
San Francisco Ballet Association Movies/EntertainmentConsumer Services San Francisco Ballet Association operates professional ballet programs and other related services. The firm performs the first American productions of Swan Lake and Nutcracker as well as the American Coppélia. The company was founded in 1933 and is headquartered in San Francisco, CA. | Consumer Services |
Stanford Alumni Association
Stanford Alumni Association Miscellaneous Commercial ServicesCommercial Services Stanford Alumni Association is a non-profit organization provides alumni relations program to Stanford alumni and students. It offers social, professional, and intellectual services. The company was founded in 1892 and is headquartered in Stanford, CA. | Commercial Services |
Bowling Green-Warren County Community Hospital Corp.
Bowling Green-Warren County Community Hospital Corp. Hospital/Nursing ManagementHealth Services Bowling Green-Warren County Community Hospital Corp. provides medical and surgical services. Its services includes emergency medical, behavioral health, maternity, outpatient and medical staff services. The company was founded in 1926 and is headquartered in Bowling Green, KY. | Health Services |
Summer Search
Summer Search Miscellaneous Commercial ServicesCommercial Services Summer Search is a private company that believes in the importance of helping young people find their purpose. The company is based in San Francisco, CA. The company provides mentorship and summer experiences to support their students. | Commercial Services |
| E. F. Hutton & Co. | Finance |
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