Osterweis Capital Management
Mary C. has a strong work experience in various positions and industries. Mary started their career as a Summer Intern at Bloomberg in 1996. Mary then worked as a Chinese-English Writing Translator at World Translation Services in 1997. Mary then joined PwC as a Management Consultant from 1998 to 2001. Mary later worked at Cardinal Capital Management, L.L.C. as an Associate Director from 2002 to 2010. Currently, they serve as Vice President & Director of Performance and Analytics at Osterweis Capital Management, which they joined in 2010.
Mary C. has a Master of Engineering (MEng) degree from Massachusetts Institute of Technology. Mary also holds a Bachelor of Science (BS) degree from Cornell University. In addition to their degrees, Mary has certifications as a Chartered Financial Analyst (CFA) and a Certificate in Investment Performance Measurement (CIPM). However, specific information about the institutions and obtained dates for their certifications is not provided.
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