Osterweis Capital Management
Carl Kaufman has extensive work experience in the financial industry, starting with their role as a Director at Merrill Lynch from October 1978 to May 1999. Following this, they worked at Robertson Stephens as a VP from May 1999 to April 2002. Carl then joined Osterweis Capital Management as a VP in April 2002, where they continue to work.
Carl Kaufman's education history includes attending several educational institutions. Carl first enrolled at Longy School of Music in 1972, where they pursued studies in Music for a year. Afterwards, they attended Harvard University from 1973 to 1977, earning a Bachelor of Arts degree in Music. Subsequently, from 1978 to 1980, they studied Business Administration at NYU Stern School of Business. It is worth noting that no degree information is provided for their time at NYU, suggesting they may not have obtained a degree in Business Administration from there.
Osterweis Capital Management
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC