Catherine C. Halberstadt
Vorstandsvorsitzender bei 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.
Aktive Positionen von Catherine C. Halberstadt
Unternehmen | Position | Beginn |
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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. | Vorstandsvorsitzender | 01.07.2017 |
Ehemalige bekannte Positionen von Catherine C. Halberstadt
Unternehmen | Position | Ende |
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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 |
Ausbildung von Catherine C. Halberstadt
University of San Francisco | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Private Unternehmen | 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 |